What You Can Ask For
The questions worth asking once a client is connected, and the four things it will never do.
Ask in your own words. You don't need to learn any commands or name anything on this page. It reads your live account, so what comes back is what's in Follow Up Boss right now, and anything you change is there straight away.
Finding People
| What You Can Do | For Example |
|---|---|
| Find contacts | "Who are my hot prospects?" |
| Count a group | "How many new leads came in this week?" |
| Look somebody up | "Find the contact with the email jordan@example.com" |
| Read one contact's details | "Show me everything on the Ruiz family" |
| Use a list you saved | "Who's in my Sphere list?" |
| See your saved lists | "What lists do I have?" |
| Check for a duplicate | "Do I already have somebody with this number?" |
| See unclaimed leads | "Are there any leads nobody has claimed?" |
| Look in a shared pool | "What's sitting in the team pond?" |
You can narrow any of these by stage, source, tag, assigned agent, and by when a contact was added or last touched.
Tags are worth one caution. Follow Up Boss matches a tag exactly, so "Investor" and "investor" are two different tags, and it offers no way to list the ones your account uses. Spell a tag the way you spell it in Follow Up Boss. If a tag filter comes back empty and you're sure contacts carry it, the spelling is the first thing to check.
Catching Up on Somebody
Ask for all of it at once ("catch me up on the Ruiz family before my call"), or for one part.
| What You Can Do | For Example |
|---|---|
| Read their notes | "What are the last few notes on them?" |
| See your calls | "When did I last call them, and how long did it run?" |
| Read the texts | "Have I texted them? What did they say?" |
| See what they've looked at | "Which listings have they viewed?" |
| Check appointments | "When am I meeting them?" |
| See open work | "What's still on my list for them?" |
| Check their deal | "What stage is their deal in, and what's it worth?" |
| See who else is involved | "Is there a spouse or co-buyer on this one?" |
| Check what's already going out | "Is anything running against them automatically?" |
That last one is worth asking before you reach out, so you don't message somebody on top of a sequence they're already getting.
Adding to the Record
| What You Can Do | For Example |
|---|---|
| Add a new lead | "Add this new lead from the sign call" |
| Add a note | "Note that they want to see Oak Street on Saturday" |
| Create a task | "Remind me to call them back Tuesday" |
| Record activity | "Log that they came to the open house" |
| Update contact details | "Add the tag Relocating to them" |
| Label a number or address | "Add 555-0142 as their mobile, and make it the main one" |
Adding a lead starts whatever follow-up your account runs for new leads, and you'll be told whether it created somebody new or matched a contact you already had. Recording activity deliberately doesn't start anything.
Numbers and addresses are added, not swapped in. Give the one that's changing and the rest stay as they are, with the labels they already had. Giving a number they already have relabels it instead of listing it twice.
To take a number off a contact, say so plainly: "replace their numbers with just this one". That's the only way anything is removed, and it removes whatever you leave out.
Moving Work Along
| What You Can Do | For Example |
|---|---|
| Mark a task done | "Mark that follow-up done" |
| Reschedule or hand over a task | "Push it to Thursday and give it to Dana" |
| Move a deal along | "Move the Nguyen deal to Under Contract" |
| Change a deal's numbers | "Set that deal to 465,000, closing on the 12th" |
| Claim a lead | "Claim that one before somebody else does" |
| Pass on a lead | "Pass on that one" |
You're always told what actually changed. A task that was already done, or a deal already in the stage you asked for, comes back as no change rather than as success.
Drafting a Message
| What You Can Do | For Example |
|---|---|
| See your templates | "What email templates do I have?" |
| Draft from a template | "Draft the Buyer Check-In email for the Ruiz family" |
Nothing is sent. You get the wording back to read, change and send yourself. Where Follow Up Boss has nothing to fill a detail in with it leaves a gap, so you'll be told which details came back empty.
Automations
| What You Can Do | For Example |
|---|---|
| See what you've set up | "What automations do I have?" |
| See your action plans | "Which action plans are running, and how many people are in them?" |
| Check one person | "Is anything running against this client?" |
| Pause or resume one | "Pause that for them, they've asked for space" |
Starting an automation off is something you do in Follow Up Boss, not here. An automation can email and text a client on a schedule, so putting somebody into one stays a decision you make yourself, in front of the sequence you are putting them in.
Action plans work the same way: you can see what you have and how many people are in them, and starting or pausing one stays in Follow Up Boss.
Your Own Setup
| What You Can Do | For Example |
|---|---|
| Check the connection works | "Which account am I connected to?" (a good first thing to ask) |
| See your stages | "What stages do I have?" |
| See your pipelines | "What are the stages in my buyer pipeline?" |
| See your custom fields | "What custom fields are on a contact?" |
| See your team | "Who's on my team?" |
What It Will Not Do
- Delete anything. Not a contact, a note, a task or a deal.
- Email or text your clients. It drafts, you send. It can pause a sequence that is already running, and it cannot start one.
- Change how your account is set up. Stages, pipelines, custom fields and saved lists stay as you built them.
- Invent a call or an appointment. It reads both and records neither.
If an Answer Looks Wrong
It reads your live account, so a surprising answer is usually a surprising record. Open that contact in Follow Up Boss and it's normally clear straight away. If it can't reach your account at all, When Something Goes Wrong covers what each failure means.