Do you need to give access to an individual on your team beyond just the assigned agent and lender?
Perhaps you want a team lead or ISA to have access, but do not want to raise their access to be an admin. Collaborators are an easy way to provide this access without changing their user role and permissions within the Team settings.
Using the Collaborator Feature
You can easily view and manage collaborators for a person on the right hand side of the person details page.
Filtering by Collaborator
On the People screen, you can filter by Collaborators to see what leads a specific Agent or Rep is assigned to:
Mass Adding Collaborators
You can mass-add collaborators to a number of people. Tick the people you'd like to add collaborators to and select "Add Collaborators" from the Actions menu:
You can add selected people to multiple collaborators in one go. Each collaborator will be notified via email that they were added to people.
You can also mass-remove collaborators from a number of people in the same way.
Automatically Adding Collaborators
Use Action Plans to automatically add collaborators to leads as they come into Follow Up Boss:
Collaborators are able to perform any actions that an assigned agent or lender can.
Collaborators can also view any shared emails for the person.
Collaborators will NOT be notified regarding certain actions like an Agent will be. To see what kinds of notifications an assigned agent receives, please click here.
The Collaborator feature is available on all plans, excluding the "Start" plan.