Ace Custom Fields in Follow Up Boss: The Complete Field Guide

The seven fields at a glance

Follow Up Ace maintains seven active custom fields on your Follow Up Boss contacts. Values come from predictive models or your account's verified data, and empty or unavailable estimates are not invented. All seven are native FUB custom fields, so Smart Lists, action plans, and reporting can filter and sort on them like any other field.

Fields only show a value when the serving pipeline has supported output. Missing values mean unavailable or insufficient evidence; freshness still needs to be checked separately rather than inferred from a non-empty value.

What happened to Ace Score, Ace Tier, and the other old fields?

Migrating your Smart Lists

• Retired workflow: Ace Tier = Hot → sort by Ace Win Score descending.
• Cooling / re-engagement lists → filter Ace Churn Risk = High.
• Lead Type = Seller → filter Ace Opportunity = Active Seller or Likely Seller, or sort by Ace Seller Tier.
• Commission-weighted priority (Ace Trove) → sort by Ace Expected GCI descending.

Field-by-field details

Ace Win Score (free)

A 0–100 rank of the contact’s calibrated win probability within your own book: a contact at 90 sits hotter than roughly 90% of your database, and 100 is your hottest contact — the headline sort key. The underlying probability is produced by a machine-learning model trained on real engagement and deal outcomes, and passed through a calibration layer that is re-fit against labeled results on a schedule — so the ranking stays honest as your market shifts. Read the full training-and-calibration story in How Ace's predictive lead scores work.

Ace Churn Risk (free)

Answers a different question than Win Score: not "will they convert?" but "is this engaged contact about to go cold?" A dedicated churn model watches engagement decay — slowing replies, lengthening inbound gaps — and classifies each engaged contact Low, Medium, or High. High-churn-risk contacts with high Win Scores are the most valuable saves in your database.

Ace Expected GCI (est.) — Ace Trove

The contact's calibrated win probability multiplied by your account's real median commission per closed deal, computed from your own closed-deal history in the Follow Up Ace data warehouse. Always an estimate, and labeled that way. When your account doesn't yet have enough closed-deal history, an industry-standard fallback is used until your own economics accumulate.

Ace Opportunity — Ace Trove

One dropdown that fuses the buyer, seller, and at-risk signals into the recommended play: At Risk (save them), Active Buyer (show inventory), Active Seller (listing conversation), Likely Seller (home-value conversation), or Nurture (keep warm).

Ace Seller Tier — Ace Trove

The output of the nightly Seller Radar scan: a propensity-to-list tier built from ownership tenure, estimated equity (always labeled "est." — modeled, not lien data), local price appreciation, area signals, and the seller signals your agents already recorded in FUB. The tier rolls out nightly as contacts are enriched; the 0–100 score and the evidence behind it live in the Book of Business Opportunity Radar.

Ace Buyer Tier — Ace Trove

A relative propensity tier from the buyer model, using CRM activity and IDX behavior to rank who appears more likely to buy in roughly the next six months. Only the tier is published; the model's raw output is not presented as an absolute probability.

Ace Last Analyzed — Ace Trove

A simple freshness stamp: the date of the most recent AI analysis for the contact. If a Smart List result surprises you, check this field first.

How and when the fields update

Every connected eligible account is scheduled nightly for the two free fields. Paid Ace and Ace Pro seats do not change scoring entitlement:

• Every plan: Ace Win Score and Ace Churn Risk, based on available collected activity and historical context.
• Ace Trove: adds Expected GCI (est.), Opportunity, Seller Tier, Buyer Tier, and Last Analyzed.
• Trove meaningful-activity updates: qualifying CRM events can schedule additional batched refreshes between nightly sweeps. Processing, retries, and FUB rate limits can delay delivery.

Collecting activity, computing a score, and confirming its FUB field write are separate steps. A nightly schedule or a received webhook does not prove that a field write completed. Unchanged values do not need a new write, and missing model evidence remains unavailable.

Writes are deduplicated and loop-safe. Ace Last Analyzed is the per-contact date for Trove fields; admins should use the health surfaces for pipeline-level stale, failed, or unknown states.

The fields are the export — the experience is inside Ace

These seven fields exist so the rest of your stack — Smart Lists, action plans, reporting — can use the scores. But they're the mirror, not the source. The same model suite runs the experience inside Ace:

• In the embedded assistant, opening a contact starts on a launchpad built from the model's read — headline, signals, and quick actions keyed to Win Score, Churn Risk, Opportunity, and Seller intent — and the What's Next panel drafts suggestions to match.
• In the embed Intelligence dashboard, every contact row carries the same chips, plus a "Save first" list of engaged contacts the model flags as most likely to go cold.
• In Setup Health, the Ace Field Directory shows the seven-field contract and which fields your plan enables; operational freshness is presented separately so CRM activity cannot create a false green.

Practical upshot: even before you build a single Smart List, the scores are already working for every agent who opens a contact.

Frequently asked questions

• Why did my Ace Score / Ace Tier field disappear?

  The June 2026 consolidation retired the legacy heuristic fields and removed them from FUB. Their signals still exist — they power the models and dashboards. Rebuild Smart Lists on Ace Win Score (sort descending) and Ace Churn Risk (filter = High).

• What does a Win Score of 40 mean, exactly?

  A rank, not a close probability: a Win Score of 40 puts the contact at roughly the 40th percentile of modeled win evidence within your own book (100 = the highest-ranked scoreable contact). Internal model outputs are evaluated against observed outcomes, while the published value remains an account-relative rank.

• Is Expected GCI guaranteed revenue?

  No — it's an estimate, always labeled (est.). It's the win probability times your account's real median commission per closed deal, and it exists so you can rank follow-up by dollars at stake rather than raw probability.

• Which fields do free accounts get?

  Ace Win Score and Ace Churn Risk are written free on every connected account. Expected GCI (est.), Opportunity, Seller Tier, Buyer Tier, and Last Analyzed require the Ace Trove add-on.

• Does the 0–100 Seller Score appear as a FUB field?

  No. Only the Ace Seller Tier is a FUB custom field. The numeric seller score and its evidence trail live in the Book of Business Opportunity Radar, where they come with the context needed to read them correctly.

• Ace is asking me to accept updated terms — is that related?

  It's part of the same July 2026 product update: the legal terms were revised, so every user is asked once to review and accept the current version before continuing. It takes one click and doesn't touch your data or fields — see the updated-terms explainer.