Agent Owned Lead Duplication
Summary At Follow Up Boss, we want to help you keep your leads organized. Usually, this means prevent duplicates from entering the system. However, there are two scenarios in which you may want a lead to be duplicated and assigned to a new agent: Agent-funded leads and when importing leads. To accommodate these scenarios, we have created a setting ...
Custom Stages
As the Account Owner, you can edit stages by navigating to the Admin > Stages screen. On this screen you can rename and reorder stages. You can also add new stages or delete stages you no longer need. To rename a stage, click the edit icon next to a stage, to delete a stage click the delete icon: If you want to reorder the stages, drag a stage...
Changing a Lead Stage
Stages in Follow Up Boss are perfect for tracking who a contact is to you right now. Keep your contacts' stages updated and you'll know when it's time to follow up again. Define Your Stages Define your stages so you know exactly where each contact fits in your pipeline. If you don’t have definitions in mind, use these: Stage Definition Lead New co...
Invitation Emails for Appointments
When you create an appointment in Follow Up Boss, you can send an invitation email to invitees. (This option is selected by default.) Below is an example of what this invitation email looks like to invitees: Editing an appointment will send an update email to the invitees unless you uncheck the option to send an update email when editing the appoint...
Delete a Lead Source
Go to the Reporting > Lead Sources screen. Make sure the time dropdown in the top right corner is set to "All Time," so you can see all lead sources and click on a trash icon on the right for the lead source you'd like to delete: Before a lead source can be deleted, you need to select another lead source to reassign existing people. You can searc...
