Manually Reassigning a Lead (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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When a lead is reassigned in Follow Up Boss the assigned agent will be notified with an email that includes the contact details and notes. They will also receive a text message if they have that option enabled.

Reassigning a Single Lead

To reassign a lead go into the leads profile and click "edit info" which is visible in the right hand sidebar:

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Use the "assigned to" dropdown to select the person you would like the lead assigned to and then click Save:

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Mass Lead Reassignment

You can mass reassign leads in the All People View, or from any Smart List. Tick the open box at the top left, select all leads, and click Reassign:

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Reassigning Leads on the Go

You can reassign leads from your mobile app by tapping the "Assigned To" field, then choosing a new agent:

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What Happens With Tasks?

When you reassign a person, tasks created by action plans also get reassigned if they were originally assigned to the same user as the person. This is done so that tasks created for assigned agent get transferred to the new agent so they can do those tasks.

Manually created tasks and action plan tasks that were assigned to a different user, for example ISA, don't get reassigned automatically. You can reassign them manually by clicking on the task and changing assigned agent.

 

 

 

 

 

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