Notifications About the Leads Assigned to You

When you are assigned a new lead, you will be notified by email, text, push notification, and desktop notification. You can adjust your Notification Settings (steps here).

Notifications About the Leads Assigned to Other Agents

Admin users also have an option to receive email notifications for leads assigned to any agent in their account. Only admin users can receive notifications about the leads assigned to others. Please note: you do not need to enable this feature in order to receive notifications for leads assigned to you because this will always happen automatically by default.

This feature can be enabled for individual admins on the Admin > Team screen by clicking edit link next to the user who should receive notifications about leads assigned to any agent:

Then tick "Notify by email about all new inquiries in Follow Up Boss" checkbox and click Save button:

This user will start receiving a copy of email notification for all leads coming into Follow Up Boss including leads assigned to other agents. Notifications about the leads assigned to other agents can be distinguished from the ones assigned to you by the extra words "Assigned to <Agent Name>" in the email subject and body: