Setting Up the Profile
Most agents prefer to keep both spouses on a single record in Follow Up Boss. This makes it easy to see all the history with both people in one place! Review the tips and best practices below.
Add the first names of both spouses in the First Name field. This way 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
Use the first name in phone labels to easily identify whose number is whose:
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 dialed 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
If you prefer to make a page for each spouse, we recommend adding the unique Follow Up Boss URL of each person to the "Spouse Name" custom field.
Here's how that's done: