What agents see

Most of what Trevy does for an agent happens in Follow Up Boss, on the contacts assigned to them. Team-wide settings are for the team lead and your FUB Owners and Admins, and the team's numbers go to the team lead only.

In Follow Up Boss

An agent doesn't need a Trevy login for any of this:

• Hot-lead alerts, once the team lead turns them on: a Call task, the Trevy Hot tag, or both, with a "Trevy:" note and a suggested text they can send by picking the Trevy: suggested text template. See Hot-lead alerts.
• Reply tasks, with hot-lead alerts on: a task to answer a contact who wrote back to one of Trevy's emails and hasn't heard from the team in two working hours. See When a contact replies.
• Leads moved to them: when a hot lead nobody reached is moved to an agent, they get a Call task and the contact gets a note saying why. See When nobody reaches a hot lead.
• Trevy's emails: emails to their contacts go out through FUB from the agent's mailbox. See Sending through Follow Up Boss.

In their own Trevy login

When you add an agent to your team, they get their own login. The sidebar shows them two pages:

• Home: the last 30 days for the contacts assigned to them (Emails sent, Opened, Clicked and Report visits), Call these people, their contacts hot-lead alerts flagged whom nobody has reached yet (the same people as their tasks in FUB), and Most engaged lately. Each contact has Open in Follow Up Boss and Call.
• Your page: their own page, where their contacts' reports and emails open. They set their name, photo, brokerage and colors under Agent Profile, find their link under Your Report Link, and see how their page is doing.

Settings is in the menu that opens from their name, at the bottom of the sidebar. There they see only General: their profile (Full Name, What should Trevy call you? and Timezone), and under Connections, Follow Up Boss as "Connected via team leader". They can change their name and what Trevy calls them.

Agents who are an Owner or Admin in FUB

Agents who are an Owner or Admin in Follow Up Boss also get:

• Contacts, Emails and Flows in the sidebar;
• the Alerts and reports tab in Settings;
• How Trevy sounds on Your page.

What they change there changes it for the whole team. They don't see the price on Contacts, and they can't set up sending through Follow Up Boss: on Emails, the Send through Follow Up Boss card only says whether your team is sending. Other agents who open Contacts, Emails or Flows from a link land on Home instead.

What only the team lead sees

The Billing and Team tabs, the price on Contacts, and the setup on the Send through Follow Up Boss card appear only on the team lead's login, the one connected to FUB. Only that login can change the plan or add and remove agents.

These go to the team lead, the Trevy login whose email matches your FUB account's owner, a broker or an admin:

• the team report, weekly, daily or both, with how each agent followed up on hot leads. An agent's own login never gets it, so agents don't see teammates' numbers;
• the email when a contact's reply goes unanswered;
• the halfway "Check on..." task in FUB when nobody has reached a hot lead.