Quickly send one-on-one or group texts to any number, or existing contacts, from any screen in Follow Up Boss.
1. Click the text icon at the upper-right:
2. Start typing the name of the person you wish to text, or enter a new number if the person isn't already in your system.
Note: If you have access to a Team Inbox number, you can choose your outbound number in this step as well
3. Type your message and click send:
You also have the option to send Text Templates:
Note: If it's your first time texting someone, make sure to include your name and company at the end of the text so the recipient knows who you are.
Texting from the Lead Profile
To send a text, open a lead profile and click the "Text" tab.
Enter your message and then click Send Text.
When someone replies to you, the reply will show up under their contact record and also in your Follow Up Boss Inbox if you are the assigned agent, you will also be notified through our iPhone or Android app so make sure to have those installed.
If you have enabled Desktop Notifications in Follow Up Boss, we'll also send you a desktop notification if you are logged in via the web.