Using Groups to Automate Assigning Leads (FUB Classic)

This article provides instructions for the legacy version of Follow Up Boss, FUB Classic. For updated instructions, please click here.

Still using FUB Classic? Here’s a great overview on how to switch to FUB2!

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About Groups

This article will show you how to distribute leads to your agents automatically which will free up your time and ensure leads are responded to faster.

All leads assigned via groups are assigned via round robin to the agents in that group.

You may also assign directly to yourself and reassign through Follow Up Boss manually.

FAQ

I set everything up but received an error email instead of the lead being automatically input into Follow Up Boss?

Check the lead provider is on our list of supported lead providers. If you still have issues please email support@followupboss.com.

How does the round robin work?

One agent will receive a lead, then the next agent in the group, then the next and so on.

Receiving a lead in one group does not take an agents "turn" in other groups.

Creating a Group

1. Select groups in the top right menu:

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2. Click the group name:

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3. Select the agents you would like included in the group then click Save:

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In this case both Ant Smith and Anthony Gentile will receive leads.

4. Create additional groups by clicking the "Add Group" button: 

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Assigning Leads to Groups

On the Lead Flow Screen, choose the name of your group under the Assigned Agent dropdown:

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Routing will update immediately, and the next incoming lead will be distributed to that group. No need to click "Save."

 

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