Setting Up the Profile
To associate two spouse profiles, we recommend adding the unique Follow Up Boss URL of each person to the "Spouse Name" custom field.
Here's how that's done:
We recommend placing the name of both spouses in the First Name field, this allows our system to properly address and greet each person when it comes to email templates, batch emailing, mailing labels, etc.
Example of both names in First Name field:
Example email template:
Managing Contact Information
Phone labels allow you to easily identify which number belongs to each person:
Note that we do provide a label by default, but you can type over it to say whatever you like!
Phone labels will also show up on your Caller ID:
Calls and emails with both spouses are logged in one central profile so you can keep track of all communication.
Hover your mouse over the communication record to see which number was dialer or where an email was sent:
Easily send mass emails to every email address on the record:
On the desktop, check this box before send -
On the mobile app, click "Email All" -
For more information on working with spouses, including our suggestions for handling Action Plans, view our blog post: How to Work with Spouses in Follow Up Boss