Follow Up Boss App: Push Notifications

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  1. Follow Up Boss - Help Center
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Becca Hancock
  • Updated

Mobile Push Notifications are crucial for receiving lead alerts on the go! Never miss a beat, even when using focus mode. 

 

iPhone: Enabling Push Notifications

Using the App for the First Time

1. Open the Follow Up Boss app and Log In

2. Tap Turn on notifications

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3. On the next pop-up, select Allow

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4. You will be automatically routed to the Settings tab to confirm push notifications are enabled

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Currently Logged into the App

1. Tap your initials or image in the upper right-hand corner to navigate to Settings

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2. Click Turn On Push Notifications

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3. Tap Settings

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4. On the Settings page, click Notifications

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5. Turn on Allow Notifications

6. Enable Time Sensitive Notifications, All Alerts, Banner Style = Persistent, toggle on Sounds and Badges, Show Previews = Always, Notification Grouping = Off

Note: iPhone push notification sounds cannot be customized at this time. 

7. Your FUB app's settings page should now display that your push notifications are enabled.      mceclip1.png

 

Android: Enabling Push Notifications

1. Go to Android Settings

2. Select Apps > Follow Up Boss

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3. Select Notifications

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4. Allow Notifications > Allow sound and vibration > Enable all Notification Types (lock screen, badge, pop-up) 

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Note: To customize the push notification sound go to Settings > Apps > Follow Up Boss > Notifications > Notification Categories > Click Notifications > Sound > Make Customizations. 

 

iPhone: Focus Mode

The key point here is to add Follow Up Boss in the focus mode you want to allow notifications to be sent, and you don't miss anything important! When Follow Up Boss is not added to the list of allowed apps, notifications from FUB will not appear as an alert and will silently be added to Notification Center.

1. Go to your iPhone Settings > Focus 

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2. Click the + Symbol in the upper right-hand corner to add a focus mode

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3. Choose Custom for the focus mode type

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4. Name Your Focus (optional: choose color and image) > Done > Customize Focus 

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5. Under Apps, select the Follow Up Boss App

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6. Click Done > Back > Focus and the Follow Up Boss Focus will be available 

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When will I receive push notifications? 

You will receive push notifications based on your Notification Settings. These can include:

  • New leads are assigned to you
  • Existing leads are reassigned to you
  • Existing lead inquiries 
  • There's a lead for you to claim via First-to-Claim lead routing
  • A contact replies to a text message
  • Missed call and/or voicemail
  • A call has been logged
  • Inbox Note Mentions 

 

Test Push Notifications

To test whether your push notifications are turned on and working correctly, follow the steps below:

  1. Log in to Follow Up Boss 
  2. Click on your Initials/Image in the upper right-hand corner >  My Devices
  3. Click Send Test Notification next to the desired device

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