The Inbox is an intuitive way to track conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across the web and mobile devices.
Your daily goal should be Inbox Zero, meaning all communications are actioned on each day (Delegate, Defer, Do Now, Delete). Make it a priority to clear your Inbox every day, the same as you would for a to-do list. This way you're ready to go with a clean slate every morning!
Your inbox will only display communication with the contacts you have in FUB, excluding marketing emails, spam, bills, etc., so you focus on the people you need to respond to most.
Definitions
My Inbox
This is your personal inbox that tracks communication between you and the contacts you have in Follow Up Boss. This includes text message replies and any inbound communication to your connected email or Calling number. We'll also display any assigned conversations here.
Team Inbox
This is a collaborative inbox that multiple users can all view and reply from. All admins have access to team inboxes, and any non-admin can be added as a team member to view communication.
This inbox also supports texts, calls, and emails from unknown contacts and incoming new leads.
Using Inbox on Desktop
Filtering Communication Types
To filter the inbox to view specific types of communication,
Contact Name
By clicking on the contact's name you can quickly view their record:
Person Summary
The right pane of the inbox shows contact information, previous conversations, and website activity:
If they are a new contact, you can add contact details using this pane:
Replying to Emails
To reply to an email, choose Reply or Reply All. You have the option to Send & Archive to move the message from Inbox to Closed, or just Send which will keep the email in your Inbox.
Replying to Texts
To reply to a text, just type in your message and press "Send".
Notes
Quickly add notes using the yellow area at the bottom of each conversation:
Closing Conversations
Clicking the Close button will remove the conversation from the Inbox folder. You can still access it under the contact record. You should Close conversations when you are finished with them and aim for Inbox Zero:
When replying to an email you can hit, "Send and Close" to remove the conversation from the Inbox:
Using the Inbox on the App
Accessing your inbox on the go is crucial to stay on top of communication. Check out iPhone: Inbox, Android: Inbox, and Team Inbox: On the Mobile Apps to learn more about the inbox on the app.
Google Sync
The inbox syncs with Google so anything already archived in Google will be archived in your Follow Up Boss Inbox and anything you close in Follow Up Boss will be archived in Google.
Conversation Assignment
Delegate follow up to your team members using the dropdown at the top right. For more information, check out Assigning a Conversation.
Mass Actions
You can perform mass actions for the items in your inbox. These actions include:
- Mark conversations as Read
- Mark conversation as Unread
- Close conversations
- Reopen closed conversations
- Assign conversations to an agent or an inbox
To do a mass action, choose Select conversations, select the conversations you'd like, then choose the Actions drop-down:
Troubleshooting the Inbox
If you see a lot of emails in your inbox from yourself or one person (e.g. one of your emails or an assistant), you need to remove that contact/email address from Follow Up Boss. Saving a team member's connected email address to a lead profile will pull all email communication into Follow Up Boss. Removing connected email addresses from lead profiles will let you focus on the emails and texts you need to respond to.