Follow Up Boss tracks email communication with contacts in your system. The "Sharing Emails" feature allows other team members to see emails exchanged between you and a contact.
Note: All conversations originating in Follow Up Boss will be shared with team members who have access a the lead profile with that contact's email address. Including action plan and batch emails. The “Sharing Emails” function is only for emails originating in your connected email.
Access the "My Settings" screen in the top right hand corner of the app by clicking your name first.
After an email address is connected, check the "Share emails" box below, and click "Save" to share emails related to contacts in Follow Up Boss with your team.
Brokers/Admins: Your email content is shared on all contacts.
Agents/Lenders: Your email content is shared only on contacts that you are assigned to or a collaborator on.
For email privacy, if a contact is assigned away from an agent, the prior email correspondence will remain shared, but any future correspondence will not be visible. This prevents situations where an agent's partner/lender/doctor/etc may be in the database and personal emails are being shared without the agent being aware of it.
When a user is deleted from Follow Up Boss, any messages which were shared when the user was still active remain shared after they are deleted.