Normally 2. Raise it if you need to make an exception.
The "How it works" page
What agents see on the How it works tab. Edit it here — no need to ask anyone.
Start a line with ## for a heading, - for a bullet, and wrap
**words** in two stars to bold them.
People
Everyone who has signed in. The Follow Up Boss column is how the Monday handoff
knows who's who — set it by hand for anyone whose email differs between the two systems.
This week's signups
Follow Up Boss connection
Matching agents to their Follow Up Boss accounts, and testing the Monday handoff
before you trust it.
Always in a group
Agents who are in a group every week without signing up. They sit on top of
the posted spots, so they don't use one up — and they can still claim two groups
of their own, for up to four in total.
Import agents from Follow Up Boss first.
Follow Up Boss groups
Each group here needs the matching group's ID number from Follow Up Boss before the Monday handoff can run.