The Follow Up Boss Company Number

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Sam Glover
  • Updated

The Company Number is the default number we use when you text from Follow Up Boss unless you have a dedicated Follow Up Boss dialer number. This includes sending manual texts and initial text autoresponders in action plans. Though this number can be used by multiple people on your team, incoming texts and calls to the company number will route to the assigned agent for the contact if the contact is known within Follow Up Boss. If a contact is not in Follow Up Boss, the text or call will route to the members assigned to receive those calls and text based on your team inbox settings.

How to set it up

  1. Owners/Admins: Go to Admin > Company > Virtual Number to find or edit your company number 
  2. Agents/Lenders: Go to your settings and hover over receive text messages for new leads to find your company number
  3.  Owners/Admins: Go to Inbox > Manage (bottom left) to set up or edit your team inbox settings (for when unknown numbers text or call your company number).

Company Number Features

Text Autoresponders
Team Inbox
Texting


FAQs:

What happens if a lead calls this number?

If a lead calls this number, the call will be routed to the number listed on the assigned agent's settings page. If a lead texts this number, we will notify the assigned agent through our mobile apps. If the number doesn't match anyone in Follow Up Boss we will call or text the members of the team inbox.

Can I change this number to a new area code?
Yes. Keep in mind this will change the number for your entire team, and render your current number immediately inactive. This can be done under the Company Settings
Can I use my own cell phone number?
For texting through the desktop app we use the company texting number as phone companies do not allow tracking or sending of texts as your personal cell number. Through the mobile apps you can opt to text using your own number, though note in that case the text message won't be automatically tracked in Follow Up Boss. You can port numbers into Follow Up Boss.
I did a test text and it didn't work, why?
Texts from Follow Up Boss users to the Company Number are treated differently and not processed, try a test from a number which is not a users number in Follow Up Boss.
What is the difference between the company number and other team inbox numbers?
The company number attempts to route texts and calls to the agent assigned in Follow Up Boss. This is useful for allowing everyone to text from one number and also cases where you want the assigned agent to be the person to get the call or text e.g. Ylopo Raiya fallback number. The Team Inbox number is useful when you want to optimize for the maximum call answer rate and do not mind who specifically answers calls or texts. This is often used in team situations with sign calls, numbers on marketing websites etc. We indicate the Company Number specifically under team inbox settings.

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