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  1. Follow Up Boss - Help Center
  2. Getting Started
  3. Follow Up Boss Basics

Becca
  • Updated

The foundation of each Follow Up Boss account starts with the settings. Personal information, login email, connected email, signature, hot sheet notifications, calling settings, and more can be managed on the settings page. To access the settings page, go to your initials/image in the upper right-hand corner > My Settings. 

 

Personal Information

  • Name: User name that is displayed in Follow Up Boss and used with Merge Fields
  • Phone: Mobile number used to route calls and send text notifications to and used with Merge Fields
  • Login Email: View and edit the email used to log into FUB with (email notifications are sent to this address) 
  • Time Zone: Time zone used for the calendar, tasks and reminders
  • Portrait: Image displayed in Follow Up Boss for user 

 

vCard

View and edit your vCard to easily send your contact information via text. 

 

Email

  • Connected Email: The email address FUB syncs to and the address emails are sent from when sending emails through FUB
    • Share your Emails: Allows other team members to see emails exchanged between the connected email and a contact that originated in your connected email
    • Share your Calendar: Share calendar events with admin users on your team
  • Signature: View and edit the email signature

 

Notifications

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Manage Notification Settings: This is a quick link to your personal notification settings

Receive Daily Hot Sheet Emails: Check to opt-in to receive Daily Hot Sheet emails 

 

My Number 

Note: Settings are available for users with the Calling Add-On.

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  • Personal Number: User's unique Follow Up Boss number that can be edited as needed 
  • Mute Sound Effects: Mute the chimes that play when a call is placed and hung up. Incoming calls will still play the ringing sound. 
  • Test Call: Place a test call to check the computer audio and internet connection

 

Incoming Calls (calls set to ring desktop & mobile number)

Note: Settings are available for users with the Calling Add-On.

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  • Incoming Calls: Choose how to handle incoming calls to your Follow Up Boss number
    • Ring desktop then forward to phone number in personal section (above)
    • Ring the phone number in personal section (above) and the desktop at the same time
  • Mobile Ring Time: Set the number of seconds the phone number in the personal section (above) should ring before calls are sent to the FUB voicemail
    • Shortening the mobile ring time resolves issues with calls going to the mobile voicemail instead of the FUB voicemail. 
    • Note: Due to carrier connection times, the exact ring time for a call may be longer than the option specified, by up to 5 seconds. 
  • Voicemail: Listen to or record a voicemail greeting

 

Incoming Calls (calls set to only ring desktop) 

Note: Settings are available for users with the Calling Add-On.

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  • Incoming Calls: Choose how to handle incoming calls to your Follow Up Boss number
    • Ring desktop then forward to FUB voicemail
  • Voicemail: Listen to or record a voicemail greeting

 

Outgoing Calls

Note: Settings are available for users with the Calling Add-On.

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  • Outbound Number: Select the FUB Number you'd like to use for outbound calls and texts. The number selected will also be the number the FUB app utilizes for outbound calling and texts. This can be switched at any time.
    • The selected outbound number will be used for the Initial Text Autoresponder. 
    • When selecting the Company Number, inbound Calls and Texts to the Company Number will always smart route to the assigned agent. If the Lead is in a Pond, the routing will go to the Pond Lead.
  •  Calling Method: Choose the outbound calling method that works best for your workflow. Check out Calling Method Overview for more information about this setting.

 

Other Settings 

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  • User Merge Field: This is an extra, free-form merge field you can use in email templates. Any additional information can be placed in this field.
    • This information can easily be added to email templates by using the merge fields %agent_merge_field_1% or %lender_merge_field_1%. Examples: personal website, link to schedule a meeting, job title, or anything else. 

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