Team Mentions

You can use @mentions to notify members on your team about specific notes, similar to mentioning someone on Facebook or Twitter. Type the @ symbol followed by the user's name. Once you save the note, they will receive an email with the contact details and note. Example: Hey @john I just spoke to Suzy. They are looking to buy next month. Please call ...

Follow Up Boss Notifications

The following table shows when notifications are sent out to you from Follow Up Boss: Event Email Notification   Text Notification   Push Notification (Mobile) Push Notification (Desktop) Shows in FUB Inbox Added as Collaborator ✓          Any note added to your lead (assigned agent and lender) ✓          Inquiry from existing lead ✓ ✓   ✓   New lea...

New Lead Alerts

Notifications About the Leads Assigned to You When you are assigned a new lead, you will receive an email alert and also a text message (if you have input your phone number under My Settings). Text message and iPhone push alerts are 24/7. If you do not want to receive text message alerts, you can disable those under My Settings. You can also enable ...