Start in Follow Up Boss with the leads that need an answer today

Start with the leads that need an answer

Open a small Follow Up Boss view for leads with a reply waiting, an overdue task, or an appointment today. Ask Queva for the owner, last promise, stated timing, and unanswered question for each record. That produces a short reply list the assigned person can verify instead of a broad recap of every account note.

Match the connected fields to the job. A call brief may need the latest activity and appointment, while a draft may need the last exchange and property interest. The official Follow Up Boss API documentation describes the resources available to connected tools.

Return the result to the lead record

Queva can turn the connected history into a brief, individual draft, or task wording. Read it against the record, then write the outcome, owner, and follow-up date back in Follow Up Boss. The next person opening the lead sees the current plan without hunting through messages or a separate assistant log.

Use drafts for the actual conversation at hand, not as a bulk-text shortcut. Before text is selected, confirm how and when consent was given, whether it covers this message, any revocation, and the brokerage policy for the sending program. The assigned agent handles advice, pricing, and the live exchange.

Begin with a small saved view or a few leads that have a known owner. The goal is a short reply list the owner can inspect, not a replacement for the CRM timeline. Follow Up Boss documents the resources available to connected tools; your team decides which fields to share and which actions belong back on the record.