Real-time Presence Indicator
Overview Wouldn't it be awesome if we were able to see who else is currently on a lead's profile in followup boss? Well, that day has arrived with our new Real-time presence feature. We will now check to see if someone else on your team is also viewing or editing a lead in Follow Up Boss while you have it open and alert you with their avatar right o...
Timeline
When you're viewing a person, you can get a list of all the communication with that person by looking at the timeline. The timeline lists how a lead was added to your Follow Up Boss account and all communication with that lead, such as: emails text messages calls email marketing campaigns notes If you send an email to a person via Follow Up Boss, we...
How to Organize and Collapse the Person Sidebar
We recognize that you might have different needs depending on if you're an ISA, an Agent or a Broker. To help solve this problem, you can organize the sidebar and collapse what you don't use. Re-Organize Your Sidebar You can order the sections based on your need. Want to move website activity up? Simply hover over the website activity title, click a...
Custom Fields
Account owners can set up custom fields to track additional data. There are four types of custom fields: Date Text Number Dropdown To set up or view your custom fields, log in as the account owner and go to Admin > Custom Fields. Please note that for sorting to work correctly, the custom field needs to have the correct field type. For example, a ...
How to Log Calls
Call logs are system entries that record the date, time, and duration of calls between you and your leads. When calling via the Follow Up Boss web app, calls are automatically recorded into the system. Logging Calls Via Desktop If you spoke with a lead or left a voicemail it's important that you create a call log, versus just creating a regular note...
Working with Spouse Profiles
Setting Up the Profile Most agents prefer to keep both spouses on a single record in Follow Up Boss. This makes it easy to see all the history with both people in one place! Review the tips and best practices below. Merge Fields Add the first names of both spouses in the First Name field. This way our system to properly address and greet each pers...
File Attachments
Attaching Files to Leads 1. To attach a file to a lead's profile, first open up the lead's profile. 2. Navigate to the right hand side of the screen. 3. Click the + under the Files section (shown below): 4. Select your file or files (multiple files can be selected at once). Note: You can also drag and drop one or more files onto the file section to ...
Phone Numbers and Labels
When you add or edit a phone number, you can easily label the phone number. We have some preset options you can quickly choose from, like "Home", "Mobile", or "Work", but you can also customize it like "Sue-Wife", "Larry-Work" or something to help describe the number further. If you have multiple phone numbers, the select box will now show the label...
