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Automations for easier workflows

Published November 23rd, 2020 by Erik Wantland

Automations can be used to standardize your workflows, save you on clicks, and ensure that you can stay focused on what you do best- closing deals.   Bad Number This automation will help you stay in contact with leads that you are not able to connect with by phone. The goal is to begin communication via email or get a new number to call. Click here

192 Views 1 min

Market Leader and KW.com (Keller Williams)

Published November 23rd, 2020 by Erik Wantland

Goal Connect your KW account to Follow Up Boss for automated lead distribution and engagement. Popular Ways to Use the Integration Get More Leads on the Phone with Easy, Automated Dialing Speak one-on-one with your hottest leads, stay in touch with nurtures, and re-engage stale leads easily with automated dialing. Money is made on the phone. We’ll t

244 Views 2 min

Automations

Published November 23rd, 2020 by Erik Wantland

Automations are here to help you automate your workflows and maximize key lead events so you can get the most out of each and every lead and still have time to focus on what you do best - closing deals! Automations automatically start action plans based off of a Trigger event and optional conditions. An example of an Automation is, "When stage chang

567 Views 3 min

iPhone Dictation

Published November 23rd, 2020 by Erik Wantland

The iPhone has a built in dictation feature that allows you to write messages with your voice. We have utilized this feature in the Follow Up Boss app so that you can easily write notes on your leads. Watch the video below to learn how to use this feature! For more information on the Dictation Feature on your iPhone, check out the help article from

154 Views 1 min

Movoto

Published November 23rd, 2020 by Erik Wantland

How to set up 1. Get your unique Follow Up Boss email address 2. Log in to your Movoto account at https://www.movoto.com. 3. Go to Full Site. 4. Go to Client List. 5. Go to Agent Resources. 6. Go to Contact Info and Add your FUB lead email as an alternate email address. Test it out Once you have changed over your Movoto email address you can test it

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Homes and Land

Published November 23rd, 2020 by Erik Wantland

How to set up 1. Get your unique Follow Up Boss email address 2. Contact the Homes & Land support team as this connection needs to be done by their team. Please have them add your FUB email address in the settings. Test it out Once you have changed over your Homes and Land email address you can test it out by submitting an inquiry. You should re

145 Views 1 min

Invitation Emails for Appointments

Published November 23rd, 2020 by Erik Wantland

When you create an appointment in Follow Up Boss, you can send an invitation email to invitees. (This option is selected by default.) Below is an example of what this invitation email looks like to invitees: Editing an appointment will send an update email to the invitees unless you uncheck the option to send an update email when editing the appoint

153 Views 1 min

Buyer Needs

Published November 23rd, 2020 by Erik Wantland

About This Source Buyer Needs provides searchable, buyer questionnaires entitled, "DeetSheets."  DeetSheet submissions and seller contacts automatically feed to your Follow Up Boss account. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users

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How to Organize and Collapse the Person Sidebar

Published November 23rd, 2020 by Erik Wantland

We recognize that you might have different needs depending on if you're an ISA, an Agent or a Broker. To help solve this problem, you can organize the sidebar and collapse what you don't use. Re-Organize Your Sidebar You can order the sections based on your need. Want to move website activity up? Simply hover over the website activity title, click a

159 Views 1 min

Lead Flow Archiving

Published November 23rd, 2020 by Erik Wantland

Automated Lead Assignment Lead Sources can be archived from the Lead Flow screen to remove clutter and/or ignore notifications for incoming leads. When you click the archive button you will see a popup asking you if you'd like to archive the lead source or archive the lead source and ignore all future leads. Archive Only (Just Archive): Removes the

192 Views 1 min

Spacio

Published November 23rd, 2020 by Erik Wantland

Spac.io provides an open house app that directly integrates with Follow Up Boss. Just create an account on their website then click "Settings" > "Integrations" > "Follow Up Boss" to input your Follow Up Boss API key   Teams If you have a team you can put each individuals API key in Spac.io to have the leads route to the right agent. Learn more

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Follow Up Boss vs. FiveStreet

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss is an alternative to FiveStreet that supports more options for lead distribution, robust drip campaigns, and makes it easy to be more direct and conversational because of how we assign leads to agents. Existing FiveStreet Customers If you’re an existing FiveStreet customer, Follow Up Boss can help you get the leads from FiveStreet int

155 Views 1 min

Zurple

Published November 23rd, 2020 by Erik Wantland

1. Login at https://my.zurple.com/access/login 2. Enter your connected Google Account (account owners only) or @followupboss.me email address in Zurple under My Profile > Email forwarding. IMPORTANT NOTE: If you're assigning leads to your agents directly through Zurple, you'll need to complete this same process for each individual agent on your t

153 Views 1 min

Brinkoetter

Published November 23rd, 2020 by Erik Wantland

About This Source Brinkoetter is a residential and commercial real estate sales, marketing, and consulting company in Central Illinois. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss automatically. E

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VoicePad

Published November 23rd, 2020 by Erik Wantland

VoicePad Setup Instructions Find your unique Follow Up Boss email address under Admin > More > API Log in to http://admin.voicepad.com/Login Go to My Profile Under Email, enter your @followupboss.me email address Once you have changed over your VoicePad email address you can test it out by going to your website and submitting an inquiry. You s

153 Views 1 min

Lead Flow Groups

Published November 23rd, 2020 by Erik Wantland

The Group feature allows you to combine multiple agents into a user defined group for lead flow. This is what you would use if you wanted to distribute your leads in a Round Robin format or via First to Claim. To start, go to the Admin tab and select Groups Next go to Add Group From here you can do multiple things to customize your group. Here are t

256 Views 1 min

Changing Account Owner

Published November 23rd, 2020 by Erik Wantland

The account owner in Follow Up Boss controls the billing and export permissions in the app.  They are also the owner of the account data so the owner should be the person who is paying for Follow Up Boss and the leads in the system. Things to be aware of when changing account ownership: Inbox Lead Processing (pulling in new leads) is only active for

177 Views 1 min

Changing Your Subscription Plan

Published November 23rd, 2020 by Erik Wantland

How To Change Your Subscription Plan Go To Admin > Billing > Click Change Plan Click the plan you would like to move to and click Change Plan. A box will appear to have you confirm the change. *Please note that if it does not allow you to downgrade your plan, it means you need to  delete agents  from your plan to meet the user limit for the ne

190 Views 1 min

CityBlast

Published November 23rd, 2020 by Erik Wantland

About This Source CityBlast provides agents with a personalized real estate marketing team. Experts take care of digital marketing, social media posting, pay-per-click advertising campaigns, and audience growth!  How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365,

143 Views 1 min

Davis Farrell

Published November 23rd, 2020 by Erik Wantland

About This Source Davis Farrell uses progressive technology, providing Charlotte-area realtors with easy to use IDX property searches, neighborhood analyzer, commute cost calculator, and property valuations. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuit

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How to Share Action Plans (Publicly)

Published November 23rd, 2020 by Erik Wantland

Action Plans can be shared publicly in the Follow Up Boss Action Plan Library.  The library contains hundreds of action plans from hundreds of different teams. Sharing action plans publicly is especially beneficial for users with multiple accounts or users serving multiple city/state areas. How To Share To share an action plan follow these steps: Cl

152 Views 1 min

AppFolio

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss can add leads generated by AppFolio. If you have connected a Google email to your Follow Up Boss account, we can pick up AppFolio leads from there. If you are not the account owner, be sure you have Inbox Processing turned on under Admin > API. If you hare not using a connected Google email, follow these steps: 1. Log in to your Ap

148 Views 1 min

Real-time Presence Indicator

Published November 23rd, 2020 by Erik Wantland

Overview Wouldn't it be awesome if we were able to see who else is currently on a lead's profile in followup boss? Well, that day has arrived with our new Real-time presence feature. We will now check to see if someone else on your team is also viewing or editing a lead in Follow Up Boss while you have it open and alert you with their avatar right o

145 Views 1 min

Easy Agent Pro

Published November 23rd, 2020 by Erik Wantland

How Easy Agent Pro Connects to Follow Up Boss Available integration types: API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third-party)  ✓      Agent Easy Pro will send you leads containing the Name, Email, Phone and addressed inquired. *Please note that Easy Agent Pro sends information to Follow Up Boss bu

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Real Estate Webmasters

Published November 23rd, 2020 by Erik Wantland

Goal Connect your Real Estate Webmasters website to Follow Up Boss for powerful lead engagement, deal tracking, and centralized management of your leads from all sources. Note: recent versions of REW's backend may not support the Follow Up Boss integration. REW is planning to release their own CRM with an available API. Once available, we will check

203 Views 2 min

Pixel Setup: Curaytor

Published November 23rd, 2020 by Erik Wantland

About Follow Up Boss Pixel makes it easy to see your lead’s web and marketing activities right within Follow Up Boss. Get exceptional insight into exactly what leads are looking for when they’re online, and the actions they’re taking on your website. Below are instructions for installing the Pixel on your Curaytor website. Setup 1. Click your pictur

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Create an Embedded App

Published November 23rd, 2020 by Erik Wantland

If you are an Account Owner or Admin of a Follow Up Boss account, you can request to make an Embedded App. You can create an Embedded App to be used privately on your own account or you can submit your app to be available for all Follow Up Boss accounts. If you'd like to make an Embedded App, please email product@followupboss.com to get started!  Ge

204 Views 1 min

Dave Ramsey

Published November 23rd, 2020 by Erik Wantland

Goal Have your Dave Ramsey leads flow into Follow Up Boss for easy automated follow-up and deal tracking. Popular Ways to Use the Integration Follow Up Faster Than Competing Agents Immediately engage with leads upon acceptance. Follow Up Boss will instantly send text messages and emails to your leads without you needing to take any additional action

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Pixel Form Capture

Published November 23rd, 2020 by Erik Wantland

The Follow Up Boss Pixel allows you to turn on form tracking under Pixel > Tracking. Once enabled this will detect people filling out forms on your website and insert them as new leads into Follow Up Boss. Note even if this feature is disabled Follow Up Boss will track people filling out forms to identify them and track activity, they just will n

199 Views 1 min

Auction.com

Published November 23rd, 2020 by Erik Wantland

About This Source Auction.com is a leading real estate marketplace offering over 30,000 discounted residential bank-owned and foreclosure home deals. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss au

143 Views 1 min

Enable Calling on iPhone

Published November 23rd, 2020 by Erik Wantland

Mobile calling gives you the ability to make and receive calls through the iPhone app using your dedicated Calling number.  With the latest iOS release, calling is now enabled by default when a user logs in. However, if you find this turned OFF for some reason, below you will find the steps on manually enabling the Follow Up Boss calling. How to Ena

202 Views 1 min

ArchTelecom

Published November 23rd, 2020 by Erik Wantland

About This Source Sprint Preferred Retailer committed to providing Sprint shoppers superior customer service. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss automatically. Ensure you have enabled Inb

132 Views 1 min

Point 2 Homes

Published November 23rd, 2020 by Erik Wantland

1. Log into your Point 2 Homes account: https://www.point2homes.com/ 2. Go to "My account" 3. Edit your profile details 4. Add your followupboss.me email address OR your Google connected email (account owners only). If you are not the account owner, or you are an account owner but do not have a Google connected address in FUB, email support@followup

170 Views 1 min

Getting help with the Android App

Published November 23rd, 2020 by Erik Wantland

One of the best first troubleshooting steps you can take is to log out of the app and then log back in. Also make sure you have the latest version of the app. If this does not resolve your issue, try the following steps on your phone: Go to set up Go to apps Select Follow Up Boss Cleared the cache Cleared the data Opened app and signed in without fu

146 Views 1 min

Reassign Lead to Group

Published November 23rd, 2020 by Erik Wantland

Situations where you may want to reassign a lead to a group include: Distribution of incoming leads by an ISA or team admin. Notifying agents of stale leads who haven't been engaged in awhile.  Individually reassigning the leads of an agent who is leaving the team. Distributing imported leads evenly. How to Reassign Leads to a Group 1. Open the lead

158 Views 1 min

Agent Elite

Published November 23rd, 2020 by Erik Wantland

How Agent Elite Connects to Follow Up Boss Available integration types: API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third-party)    ✓     How to setup NOTE: Skip this if your Gmail or Google Apps account is connected to FUB 1. Get your unique Follow Up Boss email address, e.g. team.fub@followupboss.me. 

161 Views 1 min

Displet

Published November 23rd, 2020 by Erik Wantland

About This Source Displet is a RETS/IDX product that is fully customizable, providing quick and advanced searches, featured listings, among many other features to enhance the efficiency of agents. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Lead notification emails fro

168 Views 1 min

AgentFire

Published November 23rd, 2020 by Erik Wantland

Goal Easily follow up leads received from your AgentFire real estate website. AgentFire specializes in hyper-local websites that showcase agents as a true experts within their particular target market. How AgentFire Connects to Follow Up Boss Available integration types: API  (Best full integration)  Email Parsing  (Gathers data found in emails only

187 Views 1 min

AgentMachine / ReferralExchange

Published November 23rd, 2020 by Erik Wantland

Goal Transfer Agent Machine / Referral Exchange leads to Follow Up Boss for easy lead nurturing and conversion. Popular Ways to Use the Integration Convert More Phone Transfer Leads Referral leads want to speak with someone right away; you never want them to go to voicemail. Routing leads to your Team Inbox number notifies your best agents simultane

162 Views 1 min

Call Reporting

Published November 23rd, 2020 by Erik Wantland

Click Reporting > Calls to see the number of calls made, conversations, and received calls.  In the top right, you can adjust the time period. Note: Call reporting requires at least two team members in your FUB, with at least one user that has the paid calling add-on. Call Columns On the People screen, you can enable columns for the last call, ca

186 Views 1 min

Fallback Actions For First To Claim Groups

Published November 23rd, 2020 by Erik Wantland

Overview When a First to Claim (FTC) group is connected to a leadflow source say from Zillow and that group receives a new lead in Follow Up Boss all members of that group will receive a  push notification alert on their phones. The first member of the group who claims the lead (via the push notification) will be assigned that lead. The purpose of a

175 Views 1 min

Push Notifications - Android

Published November 23rd, 2020 by Erik Wantland

Push notifications alert you immediately on your phone when you receive new leads and when you receive text replies from your Follow Up Boss text messages. To test whether your push notifications are turned on, please follow the steps below: Log into Follow Up Boss (via followupboss.com) Click on your initials in the top right-hand corner and click 

197 Views 1 min

Embedded Apps

Published November 23rd, 2020 by Erik Wantland

We know there is awesome software that you use besides Follow Up Boss. And we know it can take time and energy to switch between systems to get all the information that you need. That is why we have Embedded Apps! With Embedded Apps, you can get the third party data you need for a contact, right inside of Follow Up Boss!  Embedded apps will load thi

224 Views 1 min

Stop Receiving Hot Sheet Email Notifications

Published November 23rd, 2020 by Erik Wantland

If you prefer not to receive Hot Sheet emails, you can toggle to stop receiving them from My Settings at the top right: From there, scroll down and toggle to disable Receive daily hot sheet emails:

155 Views 1 min

Using Automations to Never Miss a Date

Published November 23rd, 2020 by Erik Wantland

Using Automations Calendar date triggers, you can automate reminders and communication based on important dates such as Deal Close Date, Birthday and Anniversary.  Here's how it works: First choose the Calendar Date Trigger: Next, choose the date that you would like to act as the Trigger. You can choose from Deal Close Date (which is the Close Date

237 Views 1 min

Contacted/Not Contacted Status

Published November 23rd, 2020 by Erik Wantland

In Follow Up Boss Classic, the contacted button would pause the running action plan and indicate someone had spoken with the lead or received an email back. In Follow Up Boss 2, we track more directly last email, last text, and last call so you can see the last activity vs not knowing what "contacted" represented. There's also a column entitled, "La

160 Views 1 min

Ryan Melville Method

Published November 23rd, 2020 by Erik Wantland

Knowing when to follow-up with a lead can be hard, but here's a great system for follow-up using smart lists.  The idea behind this process is to add tags based on the frequency with which you want to follow-up with your leads. These smart lists rely on adding the following tags: Daily, Weekly, Bi-Weekly, Monthly, 6 Months. Typically you would add t

202 Views 1 min

Zillow Lender Leads

Published November 23rd, 2020 by Erik Wantland

To receive Zillow Lender leads into Follow Up Boss we have a direct API connection.  To get started email support@followupboss.com with your Zillow profile link and NMLS number. We will co-ordinate with Zillow to post a test lead to your account. For more info on Zillow Lender leads see  https://www.zillow.com/advertising/mortgage/   Email Leads Not

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Deleting a User from Your Account

Published November 23rd, 2020 by Erik Wantland

Removing a User from Your Account 1. Go to Admin > Team, and click edit next to the user you wish to delete. 2. Click "Delete user and reassign contacts" Note: It's important to delete users versus just renaming or changing their email/password when they leave your team because deleting them also cuts off access to the mobile apps and their API k

195 Views 1 min

File Attachments

Published November 23rd, 2020 by Erik Wantland

Attaching Files to Leads 1. To attach a file to a lead's profile, first open up the lead's profile. 2. Navigate to the right hand side of the screen. 3. Click the + under the Files section (shown below): 4. Select your file or files (multiple files can be selected at once). Note: You can also drag and drop one or more files onto the file section to

195 Views 1 min

RentHop

Published November 23rd, 2020 by Erik Wantland

Inbox Lead Processing: If you have an Office 365 or Google-based email connected to Follow Up Boss, have your RentHop leads sent to your connected email and our system will automatically pick them up once you enable lead inbox processing. This is the best way to be setup. Zapier Parser If you are not able to use lead inbox processing, you can create

134 Views 1 min

Timeline

Published November 23rd, 2020 by Erik Wantland

When you're viewing a person, you can get a list of all the communication with that person by looking at the timeline. The timeline lists how a lead was added to your Follow Up Boss account and all communication with that lead, such as: emails text messages calls email marketing campaigns notes If you send an email to a person via Follow Up Boss, we

185 Views 1 min

View Completed Tasks

Published November 23rd, 2020 by Erik Wantland

Completed tasks are hidden by default on a person's page, but you can easily view these by pressing the 'Show completed tasks' button at the bottom of the Tasks list. The date and time listed on a completed task reflects when the task was marked as completed. Note: The 'Show completed tasks' button only appears when there is at least one completed t

155 Views 1 min

AgentMarketing

Published November 23rd, 2020 by Erik Wantland

About This Source Premier Real Estate Agent Marketing Tools, Personal & Property Websites with Virtual Tours, IDX & Real Estate Lead Generation with full CRM. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓  ✓ Email Parsing:  Office 365, GSuite, and Gmail users: Lead

144 Views 1 min

Creating Automations

Published November 23rd, 2020 by Erik Wantland

Create Automations While everyone on your team can view Automations, only account owners and admins can create new Automations. To create an Automation goto Admin -> Automations (or click here). Click on “+ Add automation” in the top right. From the Create Automation screen, you will choose a name. If you do not choose a name, we will choose one

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Automations Based on New Activity

Published November 23rd, 2020 by Erik Wantland

Reach out when an old lead has new activity If you've got the Follow Up Boss Pixel installed on your website, you can see when an old lead visits your site and trigger an action plan based on their activity. Try out these Automations to trigger action plans based on new activity from existing leads:     New Inquiry for an existing lead: Follow up fo

186 Views 1 min

Sharing Automations

Published November 23rd, 2020 by Erik Wantland

Save time, share with your team Although, your Follow Up Boss account has comes pre-loaded with Best Practice Automations that cover some of the most common needs we’ve seen in the Follow Up Boss community, we know there are limitless possibilities! For that reason, we want you share your Automations with a teammate or friend using a custom link. Th

195 Views 1 min

Run More than Once

Published November 23rd, 2020 by Erik Wantland

Run More than Once By default, automations will only run once per contact. If you would like the automation to continue to run every time the trigger event happens and the conditions are met, choose this option: With this option selected, when the trigger happens and the conditions are met, the automation will apply the action plan as long as the ac

174 Views 1 min

Brivity

Published November 23rd, 2020 by Erik Wantland

Goal Have leads generated by your Brivity website and landing pages flow into Follow Up Boss for engagement with our sales tools. Integrating your Brivity site with Follow Up Boss allows you to centrally manage these leads amongst leads generated on any other platform.  Popular Ways to Use the Integration Follow Up Flexibility Use automated action p

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Following Up A New Lead

Published November 23rd, 2020 by Erik Wantland

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Streeteasy

Published November 23rd, 2020 by Erik Wantland

Google Account: If you're the account owner and your Google account is connected to Follow Up Boss, have your RentHop leads sent to your connected email and our system will automatically pick them up. This is the best way to be setup. Alternative Setup: **Important Note** The issue with Streeteasy is that there is nowhere in your account to add an a

158 Views 1 min

Apartable

Published November 23rd, 2020 by Erik Wantland

About This Source Apartable matches housing seekers with apartments and condos they can call home. Users can also search for real estate agents in their area.  How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will flow into Follow

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How can I add, edit, or delete my pipelines and their stages?

Published November 23rd, 2020 by Erik Wantland

Note: only account owners may add, delete, and edit pipeline and stages. Manage Pipelines To manage your pipelines, open up the Deals screen and click on the Settings icon next to your pipelines. From this screen, you can add a new pipeline, rename and re-order existing pipelines, and delete pipelines. Create a New Pipeline Stage From the Deals scre

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Software & gear we recommend

Published November 23rd, 2020 by Erik Wantland

Below is the hardware and software we recommend you take a look at for use along side Follow Up Boss. Software Google Chrome The best web browser works especially well with Follow Up Boss and our calling feature. gSuite / Google Email + Google Calendar The best way to host your business email and calendar, Google has the best spam control and email

203 Views 1 min

Inserting YouTube Video into Email

Published November 23rd, 2020 by Erik Wantland

You can insert a YouTube video with a play button into a Follow Up Boss email. 1. Click the video icon in the email editor. 2. Copy the full URL from YouTube and paste into the modal that appears. Note: Shortened URLs will not work. 3. The video will display as a preview in the email. Make any further edits to your email and click Send Email. 4. If

196 Views 1 min

HAR.com

Published November 23rd, 2020 by Erik Wantland

How to setup NOTE: Skip this if your Gmail or Google Apps account is connected to FUB 1. Get your unique Follow Up Boss email address 2. Login to HAR.com (https://members.har.com/login/dispLoginM.cfm?app=MOP&UserType=M)  and go to "Leads / Appt"   3. Click on Click Here to change the email address: 4. Go to Personal Information (Change email, Ph

162 Views 1 min

RealSavvy

Published November 23rd, 2020 by Erik Wantland

How RealSavvy Connects to Follow Up Boss Available integration types: API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third-party)  ✓      RealSavvy connects to Follow Up Boss via API. In order to kick-off the integration between Follow Up Boss and RealSavvy, you'll want to have your Follow Up Boss API key

161 Views 1 min

Android Calling & Texting

Published November 23rd, 2020 by Erik Wantland

The newly updated Android Calling feature makes it simple for your team to track and log calls from anywhere! Experience optimal call quality and seamless workflow. Calling Setting Up Mobile Calling 1. Mobile Profile Setting:  Review Your Web Settings for mobile calling and make sure your mobile number is set up to receive calls. Check Settings 2. A

339 Views 1 min

FastExpert

Published November 23rd, 2020 by Erik Wantland

Goal Route FastExpert leads to Follow Up Boss for automated lead distribution, instant follow up, and nurturing. Popular Ways to Use the Integration Automated Lead Nurturing Made Easy Easily make a stellar first impression with automatic text messages and emails that compel leads to work with you. Action Plans Workshop: Conquer the First Call Like a

162 Views 1 min

Search

Published November 23rd, 2020 by Erik Wantland

Search by Contact Info You can search in Follow Up Boss by name, email, phone number, contact address and notes. Our search also includes close match's for example if you have a contact named Meghan searching for Meg would also find the contact. Search by Note You can click the "Notes" tab to just see notes results. Searching by State or Zipcode As

206 Views 1 min

How to Log Calls on Android

Published November 23rd, 2020 by Erik Wantland

As of version 2.2.0, call logging behavior has changed slightly from previous versions - due to Google privacy restrictions, call activity on your phone cannot be tracked. This means that after any call you make, you will want to navigate back into the lead's page within the app and manually log the call. To log a call, open the lead's page you'd li

202 Views 1 min

Text Opt-in/Opt-Out

Published November 23rd, 2020 by Erik Wantland

Summary Leads can opt-in and out of text message at any point.  This includes all individual and action plan texts. Opt-Out Leads can opt-out of receiving text messages from you at any point by texting you one of the following keywords: STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT Opting out will prevent all future text messages sent by you from

193 Views 1 min

Agent Jet

Published November 23rd, 2020 by Erik Wantland

About This Source AgentJet is real estate lead generation that nurtures real estate leads resulting in higher conversion and a typical ROI of over 300%. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss

158 Views 1 min

Push Notifications - iPhone

Published November 23rd, 2020 by Erik Wantland

Push notifications alert you immediately on your phone when you receive new leads and when you receive text replies from your Follow Up Boss text messages. To test whether your push notifications are turned on, please follow the steps below: Log into Follow Up Boss (via followupboss.com) Click on your initials in the top right-hand corner and click 

234 Views 1 min

System Requirements and Performance

Published November 23rd, 2020 by Erik Wantland

System Requirements These are the minimum requirements for optimal performance using the Follow Up Boss program: Desktop App Web Browser: Google Chrome ( latest version) Safari (latest version) Microsoft Edge (latest version/Win10 only) Fire Fox (latest version) Internet Speed: Download (5 MB/S) Upload (5 MB/S) Ping (25 MS or less) Operating System:

167 Views 1 min

Homesnap

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss can automatically pull in your new leads from Homesnap either through your connected Google or Office 365 email or through your Follow Up Boss lead routing email. To pull in new leads from your connected Google or Office 365 email: 1. Login to Follow Up Boss. 2. Make sure your Google or Office 365 email is connected on your My Setting

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Google Sheets Integration .- API Nation

Published November 23rd, 2020 by Erik Wantland

Use API Nation to connect Follow Up Boss with third-party software platforms. In this article we'll illustrate how to take your “People” from Follow Up Boss and sync them neatly to a Google Sheet so you can have a backup of the info and also run report and create leaderboards and charts. How to Integrate with Google Sheets Using API Nation (Video by

201 Views 1 min

MLS Property Update Emails

Published November 23rd, 2020 by Erik Wantland

Some MLS's allow you to have their property alert emails sent to both the client and the agent, if these are on the same email they will sync to Follow Up Boss like other email communication with the client. If these are separate emails they will not sync to Follow Up Boss Note: most MLS's do not send the email to the agent's inbox and the clients o

184 Views 1 min

Closed deal reporting by agent

Published November 23rd, 2020 by Erik Wantland

The closed deals report by agent will show you which agent is closing the most deals in a certain timeframe and their commission as recorded in the deals feature. Finding this report To access this report click Reporting > Agent Activity > Show Me Dropdown > Which Team Member has closed the most deals. Report filters In the top right hand c

177 Views 1 min

Connect Office 365 Email with OAuth

Published November 23rd, 2020 by Erik Wantland

Connect your Office 365 email address Take the following steps to connect your Office 365 email address to Follow Up Boss. Learn more about connecting your email here.  Click on My Settings Choose "Sign in with Microsoft" Pick the account you would like to connect to Follow Up Boss Choose "Accept" to give Follow Up Boss permission to access to your

267 Views 1 min

Manually Add a New Contact

Published November 23rd, 2020 by Erik Wantland

There are two ways to manually create a new contact. Adding from Navigation Bar The Add Person icon button which can be found in the top right of the navigation bar. It will open a modal to enter contact details: To help avoid unintentionally creating a duplicate account, we alert you when you search for a person who's not yet in your list, but is i

490 Views 1 min

Craigslist

Published November 23rd, 2020 by Erik Wantland

Summary To send leads into your Follow Up Boss account from Craigslist listings. Setup Find your Follow Up Boss lead processing email address in your Follow Up Boss account by navigating to Admin > API or clicking here: https://app.followupboss.com/2/api Log into your Craigslist account Click Settings Click Change next to your current email Enter

172 Views 1 min

zBuyer

Published November 23rd, 2020 by Erik Wantland

Goal Respond to incoming leads faster than competing agents by connecting your zBuyer account to Follow Up Boss. Popular Ways to Use the Integration Be the First on the Phone Route leads to your Team Inbox to quickly get them on the phone with an agent. Your Team Inbox number rings to the agents of your choice simultaneously, ensuring your leads nev

166 Views 1 min

Pixel Setup: REW

Published November 23rd, 2020 by Erik Wantland

About Follow Up Boss Pixel makes it easy to see your lead’s web and marketing activities right within Follow Up Boss. Get exceptional insight into exactly what leads are looking for when they’re online, and the actions they’re taking on your website. Below are instructions for installing the Pixel on your Real Estate Webmasters website. Setup 1. Ope

189 Views 1 min

Zillow Rentals

Published November 23rd, 2020 by Erik Wantland

Engage & Convert Rental Leads + Stay Top of Mind for Future Moves Capture your Zillow Rental Leads in Follow Up Boss to: Seamlessly distribute leads to agents. Quickly connect via phone and instant text messages. Automatically engage leads via Action Plans. Track commissions. Stay top of mind long term. Popular Ways to Use the Integration Be the

195 Views 1 min

Follow Up Boss Support and Success

Published November 23rd, 2020 by Erik Wantland

The Follow Up Boss Support team is available 7 days a week: Monday through Friday, from 8am to 8pm ET, and Saturdays and Sundays during core business hours. The Follow Up Boss Success team is available Monday through Friday, from 8am to 8pm ET. When to contact Support and when to contact Success: Contact the Follow Up Boss Support team for help with

268 Views 2 min

Geographic Farming

Published November 23rd, 2020 by Erik Wantland

Google Account: If you're the account owner and your Google account is connected to Follow Up Boss, have your Geographic Farming leads sent to your connected email and our system will automatically pick them up. This is the best way to be setup. Alternative Setup: 1. Get your account's lead email address by going to Admin>API 2. Go to the login p

138 Views 1 min

Conversion Monster

Published November 23rd, 2020 by Erik Wantland

About This Integration Conversion Monster is a human-powered ISA service that calls, qualifies, and nurtures leads until they're ready to work with an agent. In addition, the Conversion Monster team provides long-term, systematic lead nurturing  where a human is always available when there is a defined indication of interest. How We Connect API  (Be

202 Views 1 min

Prime Seller Leads

Published November 23rd, 2020 by Erik Wantland

How to Set Up: Here's how to connect your Prime Seller Leads account to Follow Up Boss Get your Follow Up Boss API key Login to your Prime Seller Leads account by going to http://yourwebsiteURL.com/admin Hover over 'Settings' and then click 'Follow Up Boss API Settings' Set Connection to 'On' Pasted your API key in the space provided Click Save Do a

141 Views 1 min

Troubleshooting DMARC and SPF issues

Published November 23rd, 2020 by Erik Wantland

For situations when all of your Action Plan emails fail to bounce: Because we send out your Action Plan emails through our SendGrid account to help make sure you don't hit your daily email limit, depending on your settings through your email provider there may be situations where we cannot send these on your behalf. If you notice that every email fa

171 Views 1 min

Deleting your user account

Published November 23rd, 2020 by Erik Wantland

All Follow Up Boss users can delete their user account at any time. Please see the process below depending on your user role: Account Owner As account owner you can cancel your entire Follow Up Boss account, please see this article for details - Cancel Your Account. Admin, Agent or Lender Non-account owner users can delete their user account by goin

196 Views 1 min

KVCore Platform / K+ Team (Formerly Kunversion +)

Published November 23rd, 2020 by Erik Wantland

Goal Leverage the Action Plans and sales tools provided by Follow Up Boss to convert KVCoreK+ leads into clients.  Popular Ways to Use the Integration Simple, Yet Powerful Lead Management Follow Up Boss is one solution that does it all. Our plans include everything you need to engage, convert, and close leads including: Seamless Lead Distribution Au

317 Views 2 min

Email Parsing Feedback

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss primarily pulls in lead data via email parsing as most lead providers do not have an available API. Two good ways for lead providers directly to our system is to use the https://www.leadmetadata.org format which multiple CRM's support or to use our API directly. For the companies where Follow Up Boss parses the email information somet

167 Views 1 min

One System

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss works best when you have all your leads, clients, and past clients in the system. You and your team will have just one simple place to go for all your follow up and have quick access to any contact you need, both on desktop and mobile. Extra systems means extra work; we are big fans of keeping it simple. Make sure to  import your prev

166 Views 1 min

Billing Management

Published November 23rd, 2020 by Erik Wantland

To access the billing screen click Admin > Billing (account owners only). Update Credit Card Click "Update credit card" then enter your credit card number, expiry date and CVC number. Your card is securely stored with our payment processor. Changing Plan To change your plan, navigate to Admin > Billing > select Change Plan > select the n

227 Views 1 min

BoldLeads

Published November 23rd, 2020 by Erik Wantland

About This Source BoldLeads is a seller and buyer lead generation platform recently acquired by Propertybase. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss automatically. Ensure you have enabled Inb

197 Views 1 min

Quickly Create Follow Up Tasks

Published November 23rd, 2020 by Erik Wantland

You can quickly add follow up tasks by clicking the lightning icon at the top-right of the person's task box on their profile. The task will be assigned to the current user who is creating the task. You can add a more specific/detailed follow up task by clicking the plus icon at the top-right of the person's task box on their profile. Clicking the p

199 Views 1 min

Stay In-Touch by Mail

Published November 23rd, 2020 by Erik Wantland

Create Mailing Labels in a Snap No need to panic around the holidays or when you want to send marketing collateral!  Here's how to create mailing labels directly in FUB. Integrate with Postcard and Direct-Mail Platforms Send physical postcards without needing to upload your database into another system. Zapier connects Follow Up Boss to direct maili

165 Views 1 min

Re-Engage Leads & Build Lasting Relationships with Past Clients

Published November 23rd, 2020 by Erik Wantland

1. Engage stale leads. Use our recommended smart lists to identify which leads need to hear from you. Dial through them quickly using a Call List, send a text, or mass message using batch emailing. 2. Stay in touch post-close. We provide an easy-to-follow action plan that keeps you top of mind even when the transaction is complete. Explore more plan

212 Views 1 min

See Which Agents are Performing the Best

Published November 23rd, 2020 by Erik Wantland

1. Track agent performance. Our customizable centralized reporting let's you know exactly how often your team is following up, including the number of appointments set, and amount of tasks completed. (Agent Activity Reporting) 2. Track and measure calls. Deep-dive call reporting outlines the number of touches your team has made, conversations that t

143 Views 1 min

Have More Meaningful Conversations

Published November 23rd, 2020 by Erik Wantland

Have More Meaningful Conversations Well-timed, personalized messaging promotes better lead nurturing. Stand above other agents who send generic messaging by following these tips. Send Targeted Messaging to List Segments Contact leads based on where they are in the sales cycle. Use filters and smart lists to drill down into specific segments of your

149 Views 1 min

Ensure No Leads Slip Through the Cracks

Published November 23rd, 2020 by Erik Wantland

Let’s make sure your system is all setup. This rock solid foundation will ensure all leads are followed up with efficiently. 1. Direct all leads to Follow Up Boss. We integrate with 200+ lead sources. (Integration Guides) 2. Instantaneously route leads to the right agent. We'll send leads to agents using the rules of your choosing. (Lead Flow) 3. Au

149 Views 1 min

Qualify Leads & Identify New Opportunities

Published November 23rd, 2020 by Erik Wantland

1. Convert more leads to closings using Smart Lists. Take the guesswork out of following up and know exactly who to follow up with and when. (Recommended Smart Lists) 2. Eliminate overwhelm with simple prioritization. Here's how: 3. Customize your sales process. Does your team prefer to do lead scoring or have a specific jargon you use to identify l

152 Views 1 min

Keyboard Shortcuts

Published November 23rd, 2020 by Erik Wantland

Sending email (cmd + enter) When typing an email use cmd + enter to send the email faster. Email templates (/templatename) When inside an email use the backslash / command and your template name to pull it up faster. Mentions (@) When typing a note use the @ symbol to mention a team member. Clear filter on people screen (click filter then press ESC)

162 Views 1 min

Home on the Phone (Buyer Acquire)

Published November 23rd, 2020 by Erik Wantland

About This Source Home on the Phone, formerly Buyer Acquire, is a mobile website provider, call capture, and lead generation system for real estate agents and mortgage lenders. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will

133 Views 1 min

How to Use Your Database to Close More Listings

Published November 23rd, 2020 by Erik Wantland

Simple ways you can stand out from your competition in listing presentations and quickly show how you’ll be able to get the most exposure and ultimately the best price for your prospective client’s homes. Related: Using Smart Lists in Follow Up Boss Reporting

198 Views 1 min

Teams

Published November 23rd, 2020 by Erik Wantland

This feature is available to all customers on the "Platform" plan. Create teams To create teams in your account, click on Admin → Teams, and then click the [+ Add Team] button. Enter a team name and if you want change the icon by clicking on it.  Then select which users should be part of the new team, and click [Save].     Team leaders The main purp

304 Views 1 min

Manually Add a Lead Source

Published November 23rd, 2020 by Erik Wantland

To manually add a new lead source or lead provider name to a contact record's Source field, you can follow the steps below. Note: If you're attempting to add a new "lead flow" for a new lead source (which allows FUB to automatically pull in new leads from this new lead source), then you can consult our list of lead sources, which includes instructio

464 Views 1 min

Troubleshooting iPhone Calling

Published November 23rd, 2020 by Erik Wantland

If you are using the Follow Up Boss Calling feature on an iPhone, and calls seem to drop immediately when you try to answer them, or you try to place a call and nothing happens, it may be due to a Privacy setting on your iPhone for the microphone. Our app needs to be allowed to use the iPhone's microphone during calls. You may have tapped "Don't All

154 Views 1 min

How to re-engage stale or imported leads

Published November 23rd, 2020 by Erik Wantland

We see this a lot: You've just imported a list of old contacts or stale leads and want to start them all on an action plan. Why? Most often it's because you want to get back in front of these people by sending them drip emails.  What's the problem? If you start dripping a list of old contacts, they may flag your messages as spam in their inbox, whic

284 Views 1 min

Global Quick Email

Published November 23rd, 2020 by Erik Wantland

With our Quick Email feature, you can email your leads from any page in Follow Up Boss. There’s no need to stop what you’re doing to reach out to your contacts. Here’s how it works: From any page, click on the Quick Email icon in the top right: This will open a window in the bottom right of your screen where you can compose your email. You can email

165 Views 1 min

First to Claim

Published November 23rd, 2020 by Erik Wantland

How First to Claim lead assignment works First to Claim lead assignment alerts a group of agents when new leads are created in Follow Up Boss. When a new lead is created, all members of the First to Claim group will receive a  push notification alert on their phones. The first member of the group who claims the lead (via the push notification) will

329 Views 1 min

Leads Stopped Coming into FUB

Published November 23rd, 2020 by Erik Wantland

If you received a lead notification email from a lead source, but did not get notified of the lead in FUB, here are some troubleshooting tips to help you. 1. Check the email address your lead notification was sent to. It should be your your connected Google address in FUB (Account Owners only) or your FUB lead email address example.example@fub.me. I

171 Views 1 min

Opcity

Published November 23rd, 2020 by Erik Wantland

Goal Have Opcity leads flow into Follow Up Boss for automated distribution to your agents, instant Follow Up via action plans, and top of the line Deal tracking through closing. Popular Ways to Use the Integration Route Incoming Calls to Your Top Agents Send calls to your Team Inbox number to simultaneously notify your agents of choice so incoming l

278 Views 2 min

Diamonds in the Database Webinar

Published November 23rd, 2020 by Erik Wantland

In this webinar, we will talk about how to get to work on your database of leads. We share some ideas that we see work so you can start to separate the DIAMONDS from the WEEDS and filter through the noise to find those valuable gems!!  In order to start to pull the diamonds out of your database focus on 3 different types of leads. Past Clients Paid

220 Views 1 min

Cloud CMA

Published November 23rd, 2020 by Erik Wantland

Cloud CMA is a real estate CMA software for real estate agents. Utilizing Cloud CMA allows you to generate reports in order to help you gain more listings. How Cloud CMA Connects to Follow Up Boss Available integration types: API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third-party)    ✓   Email Parsing 

180 Views 1 min

New Lead Alerts

Published November 23rd, 2020 by Erik Wantland

Notifications About the Leads Assigned to You When you are assigned a new lead, you will receive an email alert and also a text message (if you have input your phone number under My Settings). Text message and iPhone push alerts are 24/7. If you do not want to receive text message alerts, you can disable those under My Settings. You can also enable

252 Views 1 min

Managing your phone numbers

Published November 23rd, 2020 by Erik Wantland

When at least one user has the calling add-on enabled in Follow Up Boss, you will see the 'Phone Numbers' tab appear in the Admin menu. From this page you can change the numbers of your users, and even reassign them to different roles. Overview The Phone Numbers page will show you every phone numbers available on your Follow Up Boss account. That is

328 Views 1 min

Filter Out Spam Sent to Lead Email Address

Published November 23rd, 2020 by Erik Wantland

If you are receiving many spam, marketing, or other unwanted emails that say at the top "Below email was forwarded to you by Follow Up Boss", follow these simple steps to filter them out of your Inbox in Gmail or Google Apps. 1. Locate one of such emails, click to open it, click on the message menu in the top right corner (next to the Reply button),

184 Views 1 min

Pixel Setup: AgentFire

Published November 23rd, 2020 by Erik Wantland

About Follow Up Boss Pixel makes it easy to see your lead’s web and marketing activities right within Follow Up Boss. Get exceptional insight into exactly what leads are looking for when they’re online, and the actions they’re taking on your website. Below are instructions for installing the Pixel on your AgentFire website. Setup 1. In Follow Up Bos

157 Views 1 min

Activity Leaderboard

Published November 23rd, 2020 by Erik Wantland

Are you ready to unify and inspire your team, showing off all their hard work on that big TV in your office? Well, that day has come, as we are excited to announce Follow Up Boss’s new Realtime Leaderboard! Now you and your team can measure and track performance and unleash that competitive spirit. Leaderboard is available to anyone who has the Call

235 Views 1 min

Switching from Follow Up Boss Classic to 2

Published November 23rd, 2020 by Erik Wantland

I use Follow Up Boss classic and like it! Should I move to 2? Good question! We started building the original Follow Up Boss back in 2011, and a lot's changed technology-wise since then, but more importantly a lot's changed about what we know about building good sales software. In Follow Up Boss Classic, you needed to use 4 - 5 other programs to fol

212 Views 1 min

Effective Agents

Published November 23rd, 2020 by Erik Wantland

Effective Agents is a free online tool used by leads to search for Realtors ® in their area. A matching algorithm identifies agents in the lead’s area that are top-notch negotiators, providing leads with a list of agents to choose from.  Agent Qualifications  Effective Agents only works with the top 5% of Realtors ®. To qualify to be an Effective Ag

191 Views 1 min

Homes.com

Published November 23rd, 2020 by Erik Wantland

Goal Quickly follow up and convert leads generated from your Homes.com account. Popular Ways to Use the Integration Automatically Distribute Leads to Top Agents Using Lead Flow Instantly alert the agents of your choice with automated lead routing. We'll distribute leads however you like with our many lead distribution options including: Round Robin

171 Views 1 min

Sending Feedback About Follow Up Boss

Published November 23rd, 2020 by Erik Wantland

We believe that listening to our customers, team members, and prospects is a sure-fire way to build a better product. Our feedback tool allows your to create, track, and prioritize feedback requests for features that you would like to have us add into the software. We appreciate all suggestions on new features and also what we can improve!   How to

188 Views 1 min

Manage Smart Lists

Published November 23rd, 2020 by Erik Wantland

To manage your smart lists to go to the Admin > Manage Lists screen. You can also access it by clicking on the cog icon in the row of smart lists from the People screen. On this screen you can rename, edit descriptions, toggle sharing and delete smart lists. Only admin users can toggle sharing. You can also add best practice smart lists. Click on

282 Views 1 min

Riley

Published November 23rd, 2020 by Erik Wantland

The team from GetRileyNow.com will be happy to help get you setup! You can get additional help on the Riley Facebook group.

151 Views 1 min

Tracking Dates in Follow Up Boss

Published November 23rd, 2020 by Erik Wantland

Staying top of mind is essential to your business. Follow Up Boss makes it so you never forget an important date! Here’s how to keep track of key dates like birthdays, anniversaries, closing dates, and more. Setup Custom Fields Account owners can add recurring date custom fields that can be utilized by the entire team. A birthday field is included b

249 Views 1 min

How to Send Relevant, Targeted Emails That Get a Response

Published November 23rd, 2020 by Erik Wantland

How to send relevant, targeted emails to your contacts that will help you start more conversations that lead to appointments, clients and referrals. Related: Creating Email Templates Sending Batch Emails Action Plans

248 Views 1 min

Better Voicemail

Published November 23rd, 2020 by Erik Wantland

About This Integration The Better Voicemail integration allows you to receive voicemail notifications into Follow Up Boss. If the call is from a new lead we will create a new client record. If it's an existing lead we will send an email notification. Detailed overview of how Better Voice works. Explore Team Inbox with Follow Up Boss Ready to central

209 Views 1 min

Using Shared Inbox

Published November 23rd, 2020 by Erik Wantland

Shared inboxes are the perfect way to help your team collaborate on following up with incoming calls and texts. When you create a shared inbox you can select who has access, a phone number, and call routing behavior. Each shared inbox gives your team an additional company phone number that can be used for receiving calls and texts as a team. Phone c

273 Views 3 min

Calendar View & Appointment Setting | Teams

Published November 23rd, 2020 by Erik Wantland

Teams within Teams filtering is available to accounts on our Platform plan. --- About the Team Calendar View Team Calendar filtering gives Team Leaders & ISAs the ability to: View the current workload of all team members. Understand agent availability for lead assignments, appointments, etc. Create and edit calendar appointments for their team m

217 Views 1 min

iPhone App Connectivity Troubleshooting

Published November 23rd, 2020 by Erik Wantland

If you see an alert in the app indicating that you should "check your internet connection and try again", please review the following: Verify that you are connected to WiFi If you are on public WiFi (e.g. Starbucks), ensure that you are properly signed in to their network. Sometimes pubic WiFi networks require users to sign in via a browser popup be

142 Views 1 min

Batch Emailing Best Practices

Published November 23rd, 2020 by Erik Wantland

Before you send a batch email, take note of the following best practices: Avoid spam-like content Spam filters are constantly evolving and while it is impossible to know what all factors will be applied for your email, there are some best practices to follow and mistakes to avoid. Spam filters look for particular content, so make sure to avoid using

308 Views 1 min

Structurely

Published November 23rd, 2020 by Erik Wantland

Send your lead conversation and data from Structurely back to FUB to stay in sync Click on the "Admin" icon on the top. Then click on "More" and click "API" from the dropdown.  Click "Copy" next to your "API Key" field  Now, go to your HomeChat Dashboard. Click on the 'Settings Cog' on the left hand panel. Then click 'integrations'. Paste in your Fo

152 Views 1 min

Action Plan Sharing Library

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss has a built in Action Plan Sharing Library under Admin > Action Plans > Browse action plan library. The library is sorted into categories, click into the relevant category and then browser plans. Once you see a plan you like the sound of click Preview to review it. If you'd like to copy the plan to your account click Back to Lib

340 Views 1 min

Missed Calls and Voicemail

Published November 23rd, 2020 by Erik Wantland

Under My Settings you can choose to have call forward to your phone app (recommended for most agents) or to your Follow Up Boss Voicemail (recommended for ISA's). Recording a Voicemail Missed calls and voicemails show up in the Inbox. Follow Up Boss will also automatically transcribe your voicemails. (More Info)

264 Views 1 min

A Simple Approach to Nurturing Your Past Clients and Sphere

Published November 23rd, 2020 by Erik Wantland

The diamonds in your database are the people who have trusted you enough to do business with you already – in this video we’ll give you a strategy that helps you show them some love, without feeling like you’re pestering your friends. Related: Changing a Lead Stage Creating Smart Lists in Follow Up Boss Creating Email Templates

261 Views 1 min

How to Work Your Leads

Published November 23rd, 2020 by Erik Wantland

163 Views 1 min

Reassigning A Lead

Published November 23rd, 2020 by Erik Wantland

Reassigning a Single Lead To reassign a person manually open that person and click on the edit icon next to the Assigned Agent field: Then select the new agent to assign the person to: And click green icon to save your changes: Reassigning Multiple Leads You can also reassign many people in one go using Mass Actions. Reassigning a Lead to Group If y

212 Views 1 min

How can I try calling for free?

Published November 23rd, 2020 by Erik Wantland

You can try the calling add-on for free before you buy it. With the calling add-on, any user in Follow Up Boss can make and receive calls and texts from a personal phone number that only they have access to. You can create a calling list to quickly reach out to your contacts, promote your unique number on marketing materials, and more! To try callin

235 Views 1 min

Send Batch Email on Behalf of Agent

Published November 23rd, 2020 by Erik Wantland

  Admins can send mass emails on behalf of the assigned agent using our Batch Emailing feature. Replies to these emails will go to the agent for continued engagement. This is great for: Allowing team admins or ISAs to send personalized communication on an agent's behalf. Providing marketing services to your team. Delegating long-term engagement task

307 Views 1 min

Edit Virtual Phone Numbers

Published November 23rd, 2020 by Erik Wantland

Virtual Phone Numbers are given to every account, as well as for each user who has Calling enabled. These are the numbers your texts and calls come from. Adding a team inbox number For managing different lead sources or marketing campaigns, you can add multiple numbers to an individual team inbox. To add a number to the Team Inbox, choose "Add Numbe

265 Views 1 min

My +Plus Leads

Published November 23rd, 2020 by Erik Wantland

About This Source My +Plus Leads is a lead generation system that provides real estate agents with leads in their area. With this integration, leads from My +Plus Leads can seamlessly flow into Follow Up Boss.   How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)  ✓        2 Minute S

262 Views 1 min

HotPads

Published November 23rd, 2020 by Erik Wantland

Setup HotPads.com to pull HotPads rental leads directly into your Follow Up Boss account. Setup Create a HotPads account with your @followupboss.me lead processing email or, if you are a Follow Up Boss account owner, your connected Google/Gmail email address. Navigate to the HotPads profile section by hover overing your email in the top right hand c

152 Views 1 min

Listings To Leads (L2L)

Published November 23rd, 2020 by Erik Wantland

Goal Connect L2L to FUB for centralized lead management across all of your lead sources, powerful lead nurturing, and deal tracking. Popular Ways to Use the Integration Automated Lead Distribution Instantly route leads to your team. Use traditional round-robin to distribute leads evenly, or use advanced rules to route by price and/or location. You c

229 Views 1 min

Smart List Counts

Published November 23rd, 2020 by Erik Wantland

Smart List counts are an easy way to see how many people match the conditions for a given smart list. These counts can be useful when working lists that will filter out leads once they are actioned. This will allow you to see, at a glance, if there are leads to work in your various lists. Some details about when counts update: All counts are updated

148 Views 1 min

Text Message Not Delivered due to Carrier Filtering

Published November 23rd, 2020 by Erik Wantland

  When you are seeing the NOT DELIVERED status next to a text message accompanied with the text "The recipient's carrier rejected this as spam. Try removing any link or rewording the message and resend. (30007)" your message has been blocked due to Carrier Filtering.    What is Carrier Filtering? Carriers have spam/content filtering in place to prev

304 Views 1 min

Sierra Interactive

Published November 23rd, 2020 by Erik Wantland

IDX Integration built by sierrainteractive.com Sierra has a full IDX integration with our API that passes IDX events like saved property and viewed property, assigned agent etc. When integration is enabled, you'll have the option to send all new leads to FUB automatically as they register or send them manually. Information you'll see in Follow Up Bo

244 Views 4 min

JotForm - Free Custom Forms

Published November 23rd, 2020 by Erik Wantland

JotForm is a platform for creating custom webforms. Get started for free by signing up on jotform.com. Jotform is great for:  Embedding forms on your website and having those entries flow into Follow Up Boss. Distributing manually entered leads to agents via round robin or First to Claim. (E.g. Phone leads, people you meet in person or at events, et

258 Views 1 min

Agent Activity

Published November 23rd, 2020 by Erik Wantland

The agent activity report provides performance on each agent as well as the entire team. Each visual element on the report serves as insight for the selected period of time. To get started, select one of the pre-defined reports. These pre-defined reports are posed as questions and demonstrate a specific report configuration. Total lead count and tot

236 Views 1 min

Issues Connecting Office 365

Published November 23rd, 2020 by Erik Wantland

If you're having issues connecting to Office 365, here are the three most common things to check.   1) Two-Factor Authentication       -Do you use a PIN code to login? If so, see this guide for more information  here. 2) IMAP Settings      -Check to see if IMAP is enabled under your account settings.  3) Ask Your Network Administrator      -Reach ou

199 Views 1 min

Connecting Office 365 Email with Two-Factor Authentication

Published November 23rd, 2020 by Erik Wantland

Here is a step by step guide to connecting your Office 365 email address with FUB when you have two factor authentication enabled (you require a pin code to login).  You will need to acquire an "app password" to connect your email address with FUB. 1. Login at https://login.microsoftonline.com 2. Then go to Office 365 settings, by clicking the cogwh

449 Views 1 min

Redfin

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss can automatically pull in your new leads from Redfin either through your connected Google or Office 365 email or through your Follow Up Boss lead routing email. To pull in new leads from your connected Google or Office 365 email: 1. Login to Follow Up Boss. 2. Make sure your Google or Office 365 email is connected on your My Settings 

191 Views 1 min

iPhone App

Published November 23rd, 2020 by Erik Wantland

Haven't downloaded our app yet? Click here to get it from the App Store. --- Inbox The mobile inbox provides on-the-go access for all communications. Access emails, text messages, and calls in one central location. Your Direct Inbox View communication from your assigned leads by tapping the inbox icon: Text Messages: Indicated by a blue speech bubbl

629 Views 2 min

Boomtown

Published November 23rd, 2020 by Erik Wantland

Goal Pull leads from your Boomtown website into your Follow Up Boss platform for centralized lead management, more streamlined follow up, and the ability to call leads directly from your CRM without any third-party systems. Popular Ways to Use the Integration Rapid Fire Calling Directly Through Your CRM Quickly engage new leads with our desktop and

206 Views 1 min

Realtor.com

Published November 23rd, 2020 by Erik Wantland

Follow Up & Covert Realtor.com Leads Have your Realtor.com leads flow into Follow Up Boss seamlessly through one of the strongest integrations of any CRM available. This robust integration allows you to: Automatically route leads to your agents. Instantly follow up via text message and email. Rapidly dial your database with integrated calling. T

391 Views 2 min

How to Assign Action Plans

Published November 23rd, 2020 by Erik Wantland

To assign an Action Plan to an existing lead/contact: 1. Open the contact’s profile page. 2. Click the ‘plus’ icon in the Action Plans box (on the right side of the profile page). 3. Select the Action Plan and click “Activate Plan.” How to reassign an Action Plan Action Plans can be applied to a lead multiple times. To do this, apply the Action Plan

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Altos Research

Published November 23rd, 2020 by Erik Wantland

About This Source Powerful local market data that helps agents communicate with their contacts through the whole lifecycle. Use targeted data gathered from millions of data points to inspire people to buy or sell a home. Perfect for usage in Facebook Campaigns, weekly emails, and farming.  Always be able to answer questions your clients have about t

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Re-connecting a Disconnected Email

Published November 23rd, 2020 by Erik Wantland

We notify users when their email has become disconnected. If you see a banner on top of the screen like this, it means your email address has been disconnected from Follow Up Boss. The most common reason for an email to become disconnected is the email password being changed.  To reconnect, click on the top banner: Next click "Connect with Google" b

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Feedback Policy

Published November 23rd, 2020 by Erik Wantland

Our approach to product feedback Here at Follow Up Boss, we take feedback seriously. We believe that listening to our customers, team members, and prospects is a sure-fire way to build a better product. We use your feedback to identify the most important features, ideas, pain-points, and opportunities so that you get more value from our product. How

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Pixel Setup: Real Geeks

Published November 23rd, 2020 by Erik Wantland

About Follow Up Boss Pixel makes it easy to see your lead’s web and marketing activities right within Follow Up Boss. Get exceptional insight into exactly what leads are looking for when they’re online, and the actions they’re taking on your website. Below are instructions for installing the Pixel on your Real Geeks website. Setup The support team a

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Affiliate Program

Published November 23rd, 2020 by Erik Wantland

The success of Follow Up Boss is directly attributed to the wonderful customers that we are honored to work with each day. Our business has grown via word-of-mouth and referrals from existing customers. This is something for which we are very appreciative and do not take for granted. Thank you for considering recommending FUB to your network! We hav

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Issues Connecting Google Email

Published November 23rd, 2020 by Erik Wantland

If you are having issues connecting your GMail or Google Apps account to Follow Up Boss, here are a few common problems and the steps to try to resolve them. Access Revoked If FUB's access to your Google account has been revoked, reconnect by following these steps: Click the blue "Connect your Google Email" button If you're not logged into Google, y

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Call Transferring

Published November 23rd, 2020 by Erik Wantland

Transferring a call in Follow Up Boss is easy. During a call simply click the transfer icon. You can then search for and select a team member or shared inbox to transfer the call to.  This will initiate a warm transfer. A warm transfer will place the lead on hold while the new team member is dialed.  This allows you to explain the nature of the call

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Tiger Leads

Published November 23rd, 2020 by Erik Wantland

On http://paws.tigerlead.com/account/show_users click edit for each user and setup their @followupboss.me email so that when leads are assigned in Tiger they flow through to the same agent in FUB. For admin ensure "All lead notifications" is unticked as this will interfere with lead routing. You should turn on "Lead Returned Notifications" this will

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Call Recording

Published November 23rd, 2020 by Erik Wantland

Useful for coaching purposes, our call recording feature is available to any account with Calling enabled. How to enable for your account 1. Account Owners will navigate to Admin > Company Settings 2. Click the circle next to "Enabled" 3. Save Note: Make sure to check which laws apply to you with your lawyer before enabling this feature as some s

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How to Log Calls

Published November 23rd, 2020 by Erik Wantland

Call logs are system entries that record the date, time, and duration of calls between you and your leads. When calling via the Follow Up Boss web app, calls are automatically recorded into the system. Logging Calls Via Desktop If you spoke with a lead or left a voicemail it's important that you create a call log, versus just creating a regular note

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Calling Basics

Published November 23rd, 2020 by Erik Wantland

Make, Record, and Log Calls with a Single Click in Follow Up Boss This has been one of the most heavily requested features from Follow Up Boss customers. Like everything we do, we spent hours upon hours with our power user customers understanding how to build a tool that seamlessly fit into their workflow and wouldn’t just provide incremental benefi

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Texting for Lenders

Published November 23rd, 2020 by Erik Wantland

Texting for Lenders Lender accounts can only text through Follow Up Boss if the calling add-on feature is enabled for their account. More information on how the calling add-on works here: Calling Basics Here's how your team can try calling for free: How can I try calling for free? Sending a Text To send a text, open a lead profile and click the "Tex

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How to Log Calls on iPhone

Published November 23rd, 2020 by Erik Wantland

To log a call using the iPhone app, follow these steps: Navigate to the lead that you wish to call. Tap the phone icon next the lead's phone number, then hit "Call" when the prompt appears. When the call has concluded, open the app. You will see a prompt asking if you wish to include notes for the call you just completed. Clicking No will log the ca

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Inviting Your Team & Team Management

Published November 23rd, 2020 by Erik Wantland

Adding a User To invite your team click Admin > Team > Add Users Billing Details: Your account will be charged for each additional user. Upon adding a user, you will be automatically charged the pro-rated rate for the remainder of your current billing period (monthly or annual). You will see a confirmation screen showing this charge before inv

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Emails are Not Syncing

Published November 23rd, 2020 by Erik Wantland

When your email is connected in FUB, your emails sent to and received from leads should sync to FUB. FUB will sync from the point in time that the email is connected, we will not sync for emails exchanged prior to connecting with Follow Up Boss. If an email didn't sync, here are a few things you can do: Check the to/from email addresses in the email

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Troubleshooting MailChimp sync

Published November 23rd, 2020 by Erik Wantland

Here are some common reasons why contacts in Follow Up Boss may not sync into MailChimp. 1. Contact doesn't have email address. Contacts that do not have any email address won't be synced into MailChimp. This means that total number of contacts in FUB is likely to be larger than the number of contacts in MailChimp because some of the contacts in FUB

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My Settings

Published November 23rd, 2020 by Erik Wantland

To manage your settings, click your initials in the upper-right corner of FUB, then click "My Settings": The Basics The upper part of the settings menu is where you can edit your name and phone number. We recommend using your personal cell phone as this is the number we use to send text notifications. The name and phone number listed here is what wi

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Pixel Setup: Ylopo Sites

Published November 23rd, 2020 by Erik Wantland

About Follow Up Boss Pixel makes it easy to see your lead’s web and marketing activities right within Follow Up Boss. Get exceptional insight into exactly what leads are looking for when they’re online, and the actions they’re taking on your website. Below are instructions for installing the Pixel on your Ylopo website. Setup Branded Websites 1. Ope

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Apartments.com

Published November 23rd, 2020 by Erik Wantland

Goal Capture rental leads from Apartments.com then engage them through Follow Up Boss to increase lease signings and conversions. Popular Ways to Use the Integration Get In Front of Renters Before They Make Their Decisions From quick, automatic dissemination to your best agents to instant text messages to engage leads in the moment, Follow Up Boss h

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Team Mentions

Published November 23rd, 2020 by Erik Wantland

You can use @mentions to notify members on your team about specific notes, similar to mentioning someone on Facebook or Twitter. Type the @ symbol followed by the user's name. Once you save the note, they will receive an email with the contact details and note. Example: Hey @john I just spoke to Suzy. They are looking to buy next month. Please call

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Calendar

Published November 23rd, 2020 by Erik Wantland

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Appointments & Events

Published November 23rd, 2020 by Erik Wantland

Creating appointments with clients has never been easier!  You can create an appointment directly inside of Follow Up Boss, invite attendees (they don't need to be in Follow Up Boss), and have that event instantly sync with your Google Calendar. We'll also pull in events from your Google Calendar to conveniently see your day from inside of Follow Up

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Calendly

Published November 23rd, 2020 by Erik Wantland

We recommend downloading the Chrome Calendly extension to use with Follow Up Boss. Here's where you can do that: Calendly: Meeting Scheduling Software You may need to restart Chrome after Calendly has been installed. After the Calendly for Chrome extension has been installed, here's where you'll be able to see it on Chrome: Clicking on the Calendly

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Zapier Integration List

Published November 23rd, 2020 by Erik Wantland

Zapier Integration List This is a current list of companies that have an indirect integration with Follow Up Boss via Zapier.  Basic setup instructions for Zapier "Zaps" can be found here. Agent Legend Airtable Asana BombBomb Brivity CallFire CallRail Commissions, Inc (CINC) Constant Contact Contactually Facebook Lead Google Adwords Google Contacts

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CallAction.co

Published November 23rd, 2020 by Erik Wantland

Goal Get inbound calls from Call Action into your Follow Up Boss CRM automatically and send automated follow-ups and notifications to your team. How It Works Call Action is a system that helps you track and respond to all of your inbound phone calls. All activity on CallAction syncs automatically into Follow Up Boss. Here's more on how CallAction an

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Constant Contact (Zapier Integration)

Published November 23rd, 2020 by Erik Wantland

About If you are using Constant Contact to manage your marketing campaigns, you can sync your contacts and contact activity to Follow Up Boss using Zapier. This integration will allow you to do things like: Add new Follow Up Boss leads to a list in Constant Contact Add new Constant Contact leads to Follow Up Boss Add a note to Follow Up Boss when a

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IDX Integrations

Published November 23rd, 2020 by Erik Wantland

The amount of IDX activity sent to Follow Up Boss depends on your website provider. Below are listed the current IDX website providers and their level of integration. Any website company can integrate their websites fully with our platform using our open API. An overview of what IDX data looks like in Follow Up Boss can be seen here. API Integrated

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Brokermint

Published November 23rd, 2020 by Erik Wantland

Connect Brokermint and Follow Up Boss to manage your leads, clients and transactions in one place while eliminating double entry and most importantly save your time! How does the FUB integration work? When a deal is created in  Follow Up Boss, it will sync to Brokermint back office as an incoming transaction.  What information can be synced from FUB

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Changing a Lead Stage

Published November 23rd, 2020 by Erik Wantland

Stages in Follow Up Boss are perfect for tracking who a contact is to you right now. Keep your contacts' stages updated and you'll know when it's time to follow up again. Define Your Stages Define your stages so you know exactly where each contact fits in your pipeline. If you don’t have definitions in mind, use these: Stage Definition Lead   New co

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Setup BombBomb

Published November 23rd, 2020 by Erik Wantland

BombBomb is an official integration supported by Follow Up Boss. It's easy to set up and you'll be sending your contacts videos from Follow Up Boss in no time. You can insert BombBomb videos wherever emails are in Follow Up Boss such as emails, email templates, and email signatures. Setting it up Head to Admin > Integrations and you'll see a box

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Mass Actions

Published November 23rd, 2020 by Erik Wantland

You can mass update tags, source, stage, and people assigned to contacts using mass actions. From All People, select the people you would like to change on the left-hand side, then select the appropriate button at the top. Select a few contacts by checking the boxes next to their name: Or select all contacts: List of Actions Batch Email - This icon

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Zapier Parser Instructions

Published November 23rd, 2020 by Erik Wantland

Occasionally there will be lead sources that do not have a Follow Up Boss parser and have a format that is incompatible with the Follow Up Boss generic parser.  In those cases a good alternative is to use Zapier's parser to send leads over to Follow Up Boss. Set Up Zapier Parser Go to https://parser.zapier.com/ and sign up for a free account (this i

268 Views 1 min

Barry Jenkins' Automations

Published November 23rd, 2020 by Erik Wantland

You've seen his Masterclass on using Smart Lists. See what Professor Barry is up to now with Automations: Hot Leads to Lender "Killer automation to add your lender to leads the second something good happens" Click here to preview and use this automation   Stage to Contact "Automation to remove leads from your focus that have negative activity like b

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Link Previews

Published November 23rd, 2020 by Erik Wantland

When composing emails, the links that are pasted in will be converted to a nice preview. The previews are editable and there are links to just show the URL or remove the preview entirely.   Having trouble generating a link preview? Most problems with link previews involve an invalid URL. In order to validate your URL, you can simply open a new tab i

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Google Calendar

Published November 23rd, 2020 by Erik Wantland

If your Follow Up Boss account is connected to a Google Apps or Gmail account, tasks with a date and time in Follow Up Boss will show up in your Google Calendar. Tasks without a time e.g. action plan tasks will not show up in Google Calendar. The event will include all the contact information of the person and details of the task. In addition, the e

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Push Notifications (Mobile)

Published November 23rd, 2020 by Erik Wantland

Push notifications alert you immediately on your phone when you receive new leads and when you receive text replies from your Follow Up Boss text messages. To test whether your push notifications are turned on, please follow the steps below: Log into Follow Up Boss (via followupboss.com) Click on your initials in the top right-hand corner and click 

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Caller ID on iPhone

Published November 23rd, 2020 by Erik Wantland

Caller ID provides you with the name of Follow Up Boss leads when they call your cell phone. How to enable caller ID on iPhone Open the Follow Up Boss app. Tap the Settings icon in the lower-right corner of the app to go to your Settings page:  Tap "Turn on caller ID" Tap "Open settings"  On your Settings page, tap Phone.  Tap "Call Blocking & I

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Website Activities in Follow Up Boss

Published November 23rd, 2020 by Erik Wantland

If you have an IDX website integrated with Follow Up Boss, you can see who visits your website and what they do. Depending on your website Follow Up Boss can show some of the following website activities: Property Inquiry General Inquiry Seller Inquiry Registration Saved Property Viewed Property Viewed Page Visited Website Property Search Saved Prop

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All Property Management

Published November 23rd, 2020 by Erik Wantland

About This Source Search for local property management companies and get free quotes. They help to finacially, physically, and legally manage your rental property investment. How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will fl

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Happy Grasshopper Integration

Published November 23rd, 2020 by Erik Wantland

Happy Grasshopper is a tool for instant, automated responses and long-term keep-in-touch campaigns. This is how the integration works: What is synced: Tags, source, and stage are all synced. These will all appear as tags in HG. Tags: The sync is from FUB to HG, but not the other way around. Edit your contacts in FUB and not in HG. How often is the s

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PieSync

Published November 23rd, 2020 by Erik Wantland

piesync.com allows a two-way sync with other software applications including Google Contacts, BombBomb, Active Campaign, Infusionsoft, and more. **Warning** - When initially setting up the Piesync integration, we recommend starting with just a one-way sync from Follow Up Boss to your Google Contacts, for example, because Google Contacts tends to inc

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iHomeFinder

Published November 23rd, 2020 by Erik Wantland

Goal Connect your iHomeFinder integrated website to Follow Up Boss for centralized lead management, rapid follow-up, and meaningful engagement that leads to more closings. Popular Ways to Use the Integration Rapidly Connect with Leads via Phone with Automated Dialing Deals are made on the phone. Automatically dial your hottest leads or today’s tasks

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SendGrid - Batch Email Provider

Published November 23rd, 2020 by Erik Wantland

SendGrid is an official integration supported by Follow Up Boss. It is used for sending large amounts of email and is necessary if you wish to send unlimited batch emails through Follow Up Boss. You can sign up for a free trial account with SendGrid here. More details on Sendgrid's paid pricing plans are outlined here.   Notes:  Once it is setup it

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The Best Ways to Prioritize Your Leads and Follow Up In Seconds

Published November 23rd, 2020 by Erik Wantland

How to properly prioritize your follow up so you're focusing on engaging with the top 10 or 20 most important people to contact in your entire database each day as well as a simple system to prevent anything from slipping through the cracks. Related: Setting Up & Using Smart Lists in Follow Up Boss

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Revaluate

Published November 23rd, 2020 by Erik Wantland

About This Source Revaluate helps determine likely movers within your existing database. Revaluate rates likely movers on a 0-100 scale using predictive analytics and big data, stack ranking your prospect database. Revaluate is used to outmaneuver the competition, increase marketing efficiencies, increase previously purchased lead ROI and increase s

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Never Miss a Birthday or Anniversary

Published November 23rd, 2020 by Erik Wantland

Recurring Dates Stand Out Get a good overview of upcoming milestones. We mark recurring dates on your calendar in purple: Say Happy Birthday, Every Year Create a smart list that tracks birthdays coming up within the next month.  Create a birthday email template that includes personalization via merge fields like name. Automate your annual follow-ups

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Voicemail Transcription

Published November 23rd, 2020 by Erik Wantland

Voicemail transcription makes follow up faster and more streamlined. You'll be able to: Quickly identify the contact's needs. View their message even if you're not able to listen to audio at the time. Prioritize your callbacks. Keep better records without needing to take additional notes or re-listen to recordings. How It Works Follow Up Boss automa

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Real Geeks

Published November 23rd, 2020 by Erik Wantland

Goal Engage and convert leads generated by your Real Geeks website. This integration helps your team close more deals without increasing your marketing budget. Popular Ways to Use the Integration  Powerful Lead Routing Tools Distribute high-dollar leads to your top agents. Connect faster by matching new leads with active agents using “Shark Tank” st

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Merge Contacts

Published November 23rd, 2020 by Erik Wantland

Sometimes duplicate contacts may be created in your Follow Up Boss account. In these situations, use the Merge Contacts action to combine the two contacts into a single one. Finding Contacts to Merge A good way to find duplicate contacts is to sort the People screen alphabetically by the Name column. To sort, simply click on the column heading. You

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Adding Non-YouTube Videos to Email Templates

Published November 23rd, 2020 by Erik Wantland

The easiest way to add videos to your emails in Follow Up Boss is by uploading the video to YouTube and then following the instructions here to add it to your email. If you prefer to host your videos somewhere else like Vimeo or Wistia, here are the steps for adding those into your email templates: Go to Admin > Email Templates > Add Template

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Reporting & Deal Tracking | Teams

Published November 23rd, 2020 by Erik Wantland

Teams within Teams filtering is available to accounts on our Platform plan. --- About Team Reporting Team specific reporting provides insight into the performance of each of the teams you have in Follow Up Boss. See which agents and teams are performing the best. Clearly focus on specific teams. Understand the precise pipeline for each team. Viewing

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Pixel Setup: Chime

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss Pixel makes it easy to see your lead’s web and marketing activities right within Follow Up Boss. Get exceptional insight into exactly what leads are looking for when they’re online, and the actions they’re taking on your website. Below are instructions for installing the Pixel on your Chime website. Setup 1. Log in to Chime website CS

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Using Lead Metadata

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss supports the lead metadata standard (https://www.leadmetadata.org) for our lead emails. Using this format will ensure that even if the look and layout of an email from your lead source changes, we can still extract all of the information about a lead without issue. If you are having issues with a lead source not providing correct info

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Call Lists

Published November 23rd, 2020 by Erik Wantland

Call Lists allow you to create a list of contacts that can be called in rapid succession using our calling add-on. By using the Call List feature, you'll be able to call your leads at lightning speed, saving you time from clicking around and keeping you focused throughout your list. You will need our Pro or Platform plan to utilize this feature. (Li

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RealScout (Zapier Integration)

Published November 23rd, 2020 by Erik Wantland

How RealScout Connects to Follow Up Boss Available integration types: API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third-party)      ✓  RealScout connects to Follow Up Boss by using Zapier, allowing you to get data into/out of your RealScout account. In order to use the RealScout Zap, you will need to ha

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Cancel Your Account

Published November 23rd, 2020 by Erik Wantland

The owner of the account has the ability to cancel their account at any time. Once "Cancel subscription" has been selected, the account will be canceled immediately.  Export First Before canceling your account, we recommend exporting your contacts. Follow these step by step instructions on how to export your contacts.  Lead Flow Archiving  When leav

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After Hours Queued Text Messages

Published November 23rd, 2020 by Erik Wantland

In order to boost lead engagement and comply with FCC regulations, Follow Up Boss will not send out action plan initial text messages from 9pm - 8am, based on the local time of the agent that the lead was assigned to. The text message will be sent at 8am the following morning.  Automatic Cancellation If any contact is made between the lead and assig

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Admin Account Setup - 10 Simple Steps

Published November 23rd, 2020 by Erik Wantland

Welcome! We're excited that you have chosen Follow Up Boss as your lead management platform. Below are ten easy steps that will set you up for success! 1. Invite Your Team Follow Up Boss makes automated lead distribution and collaboration simple. It's important to invite your team members early so they can get familiar with FUB and we can start foll

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Creating or Changing Your Password

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss Login Info Follow Up Boss will use your email address as the login name for the account. Your login email can be changed at any point after you login from the My Settings section in your account.  Creating a Password The security of your data is of the utmost importance. To best protect your account, we require your password to be at

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Port Phone Numbers to Follow Up Boss

Published November 23rd, 2020 by Erik Wantland

If you already have phone numbers that are being used for your business it's usually possible to bring them into the Follow Up Boss system for making and receiving calls. This is a long process that requires documentation to be submitted. Important information to know before starting your number port Not all numbers can be ported, it depends on what

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Dashboard

Published November 23rd, 2020 by Erik Wantland

The dashboard provides key performance indicators and recent activity. You can find the dashboard by clicking on the Follow Up Boss icon in the top menu. The first three boxes include: New Leads count and Unactioned Leads count: Unactioned leads are leads without at least one phone call, email or text message attempt. Click on the number to view the

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Schedule Email

Published November 23rd, 2020 by Erik Wantland

Build better relationships and always be a step ahead in your follow up by utilizing the email scheduling feature. Staying in touch has never been easier! Use scheduled emails to: Wish contacts "Happy Birthday" or "Happy Anniversary" on the exact date. Stay top-of-mind when leads say they'll be ready to work with an agent after a certain time period

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Supported Email Providers

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss works with Google's business email service  GSuite, @gmail.com and Office 365 email accounts. Google (our primary recommendation) Using a Google-based email makes the set up of Follow Up Boss much easier, and also provides the best possible experience for syncing the emails you send and receive related to your leads and clients into y

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Custom Merge Fields

Published November 23rd, 2020 by Erik Wantland

Personalize email and text communication using Custom Merge Fields. Setup Custom Merge Fields are based on the Custom Fields created by your team account owner. These fields affect the entire account. If there's a field you think would be useful for your team, reach out to your account owner to get it added! Using Custom Merge Fields This customized

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Forecast Sales Pipelines & Track Closings

Published November 23rd, 2020 by Erik Wantland

1. Track your pipeline. Easily see how many deals you have in play, their current stage, and the potential amount of revenue for each pipeline. (Deals) 2. Know which agents are closing the most deals. Get data on the number of deals closed by agent and your team's conversion rate. (Deal Reporting) 3. Close more listings. Here's how to organize your

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Why did my action plan email fail to send?

Published November 23rd, 2020 by Erik Wantland

Action Plan emails can occasionally fail to reach your leads due to various reasons. You can use the following information to understand why this may have happened. Failed to send This means that the email was never sent from Follow Up Boss due to a problem. The most common reason for this message is that no email address was present when the lead e

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Velocify

Published November 23rd, 2020 by Erik Wantland

Integrate Velocify with Follow Up Boss using Zapier via the Follow Up Boss Zap to a Post Webhook Zap. Here is an example Zap: Depending on what you are looking for in your account you could route all leads from Follow Up Boss, or, only those assigned to a specific lender.

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Smart Lists 101 - Everything You Need to Know

Published November 23rd, 2020 by Erik Wantland

What Are Smart Lists? Smart Lists are like a saved property search, but for your database, highlighting the contacts you need to follow up with now. They are saved filters that are dynamically populated based on preset criteria like Stage, website activity, and/or last communication.   Benefits of Smart Lists include: Knowing who to follow up with a

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Mailchimp for Agents

Published November 23rd, 2020 by Erik Wantland

Setting up Mailchimp for agents on your team This is for teams who want to be able to sync up their Mailchimp and Follow Up Boss accounts for someone other than the admin. We'll be using Zapier to achieve this -- there are two Zaps we need to create in order to get this set up. The first one will be to pull over existing contacts in the system, and

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Homelight.com

Published November 23rd, 2020 by Erik Wantland

Goal Use Follow Up Boss to respond to Homelight leads faster than competing agents and initiate meaningful engagement that leads to closings. Popular Ways to Use the Integration Rapid Follow Up with Automated Dialing Quickly engage new leads with our desktop and mobile-friendly Calling Feature. Automatically dial through your follow-ups without the

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Getting the Most out of Follow Up Boss (Agents)

Published November 23rd, 2020 by Erik Wantland

We’re going to give you some tips for using Follow Up Boss to its fullest. This article is created for agents, but contains information that is beneficial for everyone in the account! If you’re an admin, click here to view your suggestions. The most important thing is to never feel overwhelmed by the system. Yes, Follow Up Boss is a very powerful to

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Best Practice Smart Lists

Published November 23rd, 2020 by Erik Wantland

Save time by using our proven smart lists. Simply copy the one(s) you want into your account and get to work! How to Copy a Best Practice Smart List into Your Account From the People screen, click Manage Lists .  Click the Best Practice Lists button Use the Copy button to copy the list(s) you want into your own account.  The list(s) will be added to

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Working with an ISA/Client Care Coordinator

Published November 23rd, 2020 by Erik Wantland

Many of our customers are starting to work with an Inside Sales Agent (also known as ISA, Client Care Coordinator, Lead Manager, etc.). Because they operate a bit differently than other agents, there are a few changes to the way you should set up your Follow Up Boss account if you work with an ISA. For those new to the concept, an ISA is a person de

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Diverse Solutions

Published November 23rd, 2020 by Erik Wantland

How to setup NOTE: Skip this if your Gmail or Google Apps account is connected to FUB 1. Get your unique Follow Up Boss email address 2. Login to your Diverse Solutions Control Panel: http://controlpanel.diversesolutions.com/Default.aspx Then click options under IDX Products: 3. Enter your Follow Up Boss email under the CC Email field: Test it out O

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Company Number

Published November 23rd, 2020 by Erik Wantland

The Company Number routes incoming calls and texts from your contacts to the assigned agent in Follow Up Boss. If a contact is not in Follow Up Boss then that text or call will route to the members of the team inbox instead. What is my Company Number? You can find this number under Company Settings or your Team Inbox.  This virtual number is used to

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Home Value Leads (HVL)

Published November 23rd, 2020 by Erik Wantland

How to setup NOTE: Skip this if your Gmail or Google Apps account is connected to FUB 1. Get your unique Follow Up Boss email address 2. Login to your Home Value Leads account.  Usually, it is in this format:   https://app.homevalueleads.com/login 3. Once logged in, go to Site Settings > Notification Settings > Enter FUB lead email in Send New

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Pause Leads

Published November 23rd, 2020 by Erik Wantland

Admins can temporarily pause distributing new leads to specific users. For example, when an agent goes on holidays, out of shift or already has too many leads. This is particularly helpful if the agent is in many different lead groups. Pause leads To pause new leads for a user, go to Admin > Teams screen and tick checkbox in the Pause Leads colum

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AMcards

Published November 23rd, 2020 by Erik Wantland

The AMcards integration allows you to send real personalized greeting cards and gifts to your Follow Up Boss contacts right from your own Follow Up Boss account! Setup To set up the AMcards integration with Follow Up Boss, take the following steps: Enable the AMcards app in your Follow Up Boss account from this link here.  Note: This can only be ena

536 Views 1 min

Placester

Published November 23rd, 2020 by Erik Wantland

Goal Route your Placester website leads into Follow Up Boss for increased lead engagement and closings. Popular Ways to Use the Integration Capture Phone Leads & Distribute Them to Your Best Agents Placing your Team Inbox number on your website helps you to capture phone leads and connect them to your best agents for faster and easier conversion

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Mojo Sells Integration

Published November 23rd, 2020 by Erik Wantland

The Mojo integration syncs your Mojo leads to Follow Up Boss (and vice versa). This is ideal for when you make contact with someone while prospecting Expireds and FSBOs in Mojo's dialer and want to transfer them to Follow Up Boss for further follow up. All Mojo to Follow Up Boss syncing is automatic. If you're calling leads already in your Follow Up

546 Views 2 min

iOS Calling

Published November 23rd, 2020 by Erik Wantland

About The Follow Up Boss team has made a huge core change to how the iOS app makes and receives calls. This update not only ensures the best call quality available but also makes it dead simple for your team to track and log all their calls while they are out on the road!  Preparing for Installation 1. Review Your Web Settings a. Ensure your direct

350 Views 2 min

iPad App

Published November 23rd, 2020 by Erik Wantland

The full, desktop version of Follow Up Boss can be run directly from your iPad! This gives you access to a wider variety of options so that you have the full power of FUB on the go. We recommend bookmarking the website to your homescreen so you can quickly access the site. 1. Go to www.FollowUpBoss.com from the Safari browser and click "Login" at th

149 Views 1 min

Working with Spouse Profiles

Published November 23rd, 2020 by Erik Wantland

Setting Up the Profile Most agents prefer to keep both spouses on a single record in Follow Up Boss. This makes it easy to see all the history with both people in one place! Review the tips and best practices below.   Merge Fields Add the first names of both spouses in the First Name field. This way our system to properly address and greet each pers

365 Views 1 min

AgentLocator

Published November 23rd, 2020 by Erik Wantland

Goal Connect your AgentLocator website to Follow Up Boss for centralized lead management, ongoing nurturing, and deal tracking.  Popular Ways to Use the Integration Capture Phone Leads Directly Place your FUB number on your website to route incoming leads to your best agents for instant live connections that boost conversions. Team Inbox Dial Throug

234 Views 1 min

Smart List Column Definitions

Published November 23rd, 2020 by Erik Wantland

When using Filters and Smart Lists, there are a variety of columns that you can use to organize data. Below are the definitions of each. Details First Name: The first name listed in the lead profile. Use this column to sort leads in alphabetical order by first name or check if the field is empty. Last Name: The last name listed in the lead profile. 

407 Views 5 min

How To Nurture Your Leads - [Webinar Recording]

Published November 23rd, 2020 by Erik Wantland

Nurturing Your Leads In this webinar, we talk about a simple and repeatable way to nurture your leads the right way. We share when to follow up with your leads and what to say. Watch this video to learn how to nurture your leads like a boss and set more successful first appointments.   Repeatable scripts: 1. Quick update. 123 Main St. is no longer a

261 Views 1 min

Showcase IDX

Published November 23rd, 2020 by Erik Wantland

Showcase IDX is an IDX Search for WordPress sites. To integrate with Showcase IDX, copy your Follow Up Boss API key from Admin API, and add it to the Integrations section of Showcase IDX. Step-by-step instructions on setting up this integration can be found here: https://vimeo.com/245266733

194 Views 1 min

Recommended Smart Lists [Webinar Recording]

Published November 23rd, 2020 by Erik Wantland

In this webinar we introduce smart lists as the best way to find the right people to follow up with at the right time. Use your smart lists to convert more leads in less time! (30 minute watch)     Best Practices For a step-by-step guide on how to add filters and save a smart list, see Filters and Smart Lists. Remember to use Manage Lists to put you

430 Views 1 min

How to Connect with Aiva

Published November 23rd, 2020 by Erik Wantland

Connecting your Follow Up Boss account with Aiva will allow you to send leads to Aiva and sync communication notes back to Follow Up Boss.  The integration works like this: A new lead arrives in Follow Up Boss We send the lead to Aiva so they can work their magic  Aiva logs the communication and sends notes that are displayed in the contacts timelin

157 Views 1 min

Website Activities in Follow Up Boss

Published November 23rd, 2020 by Erik Wantland

If you have an  IDX website integrated with Follow Up Boss, you can see who visits your website and what they do. Depending on your website Follow Up Boss can show some of the following website activities: Property Inquiry General Inquiry Seller Inquiry Registration Saved Property Viewed Property Viewed Page Visited Website Property Search Saved Pro

163 Views 1 min

Creating Text Templates

Published November 23rd, 2020 by Erik Wantland

You can use text templates in Follow Up Boss which will also track your response rate. Using a template Click the Use a Template button and a pop up will appear where you will choose which one you want to send, for quick reference you can also see the previous reply rate. Setting up a template To create a new template or edit and existing one go to

233 Views 1 min

Texting on Android

Published November 23rd, 2020 by Erik Wantland

Text message your leads directly through the desktop or Android app to best track communication and never miss a message! You can send one-on-one and group texts in the Android app. Here's a quick overview: First, be sure to: Download the Android App Enable Push Notifications Texting from the Lead Profile Tap the message icon at the top-right to ini

136 Views 1 min

Tags

Published November 23rd, 2020 by Erik Wantland

Tags allow you a flexible way to categorize your contacts. Unlike stages, a contact may have multiple tags. Applying a Tag to a Contact Click the plus + icon on the left to bring up the tag list. You can select multiple tags to apply. If you don't see the tag you want, type it in, and you will be able to create it as a new tag. When finished, click

501 Views 1 min

Follow Up Boss Pixel

Published November 23rd, 2020 by Erik Wantland

Convert Leads at the Right Time Using the Follow Up Boss Pixel About the Pixel The Pixel makes it dead simple to see all your lead’s web and marketing activities right within Follow Up Boss. Are you interacting with the hottest leads who are looking to buy or sell right now? Do you know what marketing campaigns they are interacting with? With our ne

419 Views 1 min

How to Setup and Optimize Calling

Published November 23rd, 2020 by Erik Wantland

To ensure a great experience using the Follow Up Boss Calling feature it is important to complete the recommend setup steps prior to making calls.     Calling Setup  Browser Download and install Google Chrome, our supported browser for Calling. Once installed, ensure you have the latest version by clicking the green update button. Copy/paste this li

822 Views 2 min

How to Use Merge Fields

Published November 23rd, 2020 by Erik Wantland

Merge fields can be used in Email Templates and Text Templates to automatically input your lead’s info into the message (such as your lead's name, the address they're inquiring about, or your name and phone number). For example, if you want your drip emails to address your lead's by their first name at the start of the email (such as "Hi Paul!"), th

316 Views 1 min

Phone Numbers and Labels

Published November 23rd, 2020 by Erik Wantland

When you add or edit a phone number, you can easily label the phone number. We have some preset options you can quickly choose from, like "Home", "Mobile", or "Work", but you can also customize it like "Sue-Wife", "Larry-Work" or something to help describe the number further. If you have multiple phone numbers, the select box will now show the label

299 Views 1 min

Follow Up Boss vs. Liondesk

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss vs. Liondesk Follow Up Boss is a simple alternative to Liondesk with an easy to use interface and native mobile apps for Android and iOS. Simplicity Behind Powerful Features Follow Up Boss has features like 2-way texting, email sync, automated follow-ups and reminders without the complicated interface or complex layout. Measure Result

182 Views 1 min

Sharing Smart Lists with Your Team

Published November 23rd, 2020 by Erik Wantland

Admins and ISAs can set their teams up for success by sharing targeted smart lists created for certain team members in your account. Share lists in just a couple of clicks so team members can focus clearly on the leads withing their area of responsibility, without the clutter of seeing leads assigned to other teams. This is perfect for: Creating tar

206 Views 1 min

How to Migrate from One Account to Another

Published November 23rd, 2020 by Erik Wantland

Transfer your lead information from one account/database to another using the simple steps below. Whether you are switching to a new team or starting out on your own, you may need to transfer your lead information from one Follow Up Boss account to another. Sign up for your new account Navigate to the Follow Up Boss sign up page and sign up for a fr

296 Views 1 min

Agent Legend

Published November 23rd, 2020 by Erik Wantland

Agent Legend's integration with Follow Up Boss allows for all communication with leads/prospects in Agent Legend to log on the contact's record in Follow Up Boss. Follow the steps below to set it up.  Setup 1. Log in to Follow Up Boss and copy your API key by following the steps here. 2. Log in to Agent Legend and click your account name in the top-

215 Views 1 min

How to Resubscribe an Email Address

Published November 23rd, 2020 by Erik Wantland

Resubscribing an email address allows one of your contacts to continue receiving your email messages in the event that they may have accidentally unsubscribed from one of your campaigns. Leads can unsubscribe from: Action Plan Batch Email If you have a contact that you need to have resubscribed, please email support@followupboss.com.  

209 Views 1 min

Connect Outlook/Hotmail

Published November 23rd, 2020 by Erik Wantland

To connect your Outlook (Hotmail) hosted email to Follow Up Boss use the instructions below. Outlook/Hotmail 1. Navigate to the classic version of Follow Up Boss by replacing all of the texts after the first forward slash of the URL with the word "dashboard" 2. Hover over your name in the top right hand corner and click My Settings 3. Click on the E

307 Views 1 min

Daily Hot Sheet Notifications

Published November 23rd, 2020 by Erik Wantland

Start your day right and prioritize the hottest leads using the FUB Hot Sheet!  Know what's coming up, view your most recent leads, and see the activity of your existing leads. Hot Sheets are sent to your inbox every morning at about 7:00am in your local time zone. New Upcoming Activity at a Glance Appointments Tasks marked as Appointments in Follow

207 Views 1 min

Connect Office 365 Email

Published November 23rd, 2020 by Erik Wantland

1. Click your initials or photo icon at the top-right of FUB, and choose "My Settings." 2. Click "Office 365" 3. Enter your email address and password, then click Connect: Note: If you use two-factor authentication (TFA) with Office 365, you'll need to do a few additional steps to connect your email:  Connect Office 365 with Two-Factor Authenticatio

203 Views 1 min

Recurring Tasks

Published November 23rd, 2020 by Erik Wantland

The best way to set up recurring tasks in Follow Up Boss is by using our Action Plans: Navigate to Admin > Action Plans, and then select 'Create Your Own' near the top right-hand corner of the page. The example above demonstrates setting a weekly recurring task to be applied to any contact, however, you can set any frequency that makes sense for

247 Views 1 min

Why Emails Go to Spam

Published November 23rd, 2020 by Erik Wantland

Emails usually go to spam due to the recipient's specific email account and settings/security they have configured to detect junk/spam email. To resolve this, the recipient needs to configure their email's settings/security so that messages from Follow Up Boss aren't marked as Junk/Spam. To whitelist an email address in Gmail, sign in to your accoun

233 Views 1 min

Collaborators

Published November 23rd, 2020 by Erik Wantland

Using the Collaborator Feature Do you need to give access to a person beyond just the assigned agent and lender? Perhaps you want a team lead or ISA to have access, but do not want to raise their access to be an admin. Collaborators are an easy way to give additional members of your team access to a person. You can easily view and manage collaborato

365 Views 1 min

Integrating Your Own Website

Published November 23rd, 2020 by Erik Wantland

Connect your custom website with Follow Up Boss to: Capture Leads Immediately Distribute Leads to Agents Follow Up with Automated Action Plans Track Activity e.g. Property Saves, Returns to Website, Etc. Autodial Leads via Call Lists Centralize Lead Management Create and Close More Deals Ways to Integrate Your Website with Follow Up Boss There are t

643 Views 1 min

Pixel Call To Action

Published November 23rd, 2020 by Erik Wantland

The Pixel CTA supports virtually any IDX website (even multiple websites!), installs in minutes and has doubled some clients inbound calls and text messages. Lets make it easy for people to reach your team! You can turn on and tweak your Pixel CTA settings under Pixel > Call to Action. The CTA is optimized for both desktop and mobile sites. On de

201 Views 1 min

Custom Fields

Published November 23rd, 2020 by Erik Wantland

Account owners can set up custom fields to track additional data. There are four types of custom fields: Date Text Number Dropdown To set up or view your custom fields, log in as the account owner and go to Admin > Custom Fields. Please note that for sorting to work correctly, the custom field needs to have the correct field type. For example, a

280 Views 1 min

Follow Up Boss Email Parser

Published November 23rd, 2020 by Erik Wantland

Capture leads via email using our Full, Short, or Advanced email parser format.  Things to note: This format involves editing the email notifications your software sends (not how your form looks or works on the front end of your website). If you're not able to edit the form your software sends, consider using a third-party platform like Zapier. Here

338 Views 1 min

dotloop

Published November 23rd, 2020 by Erik Wantland

When you enable the dotloop integration, you gain the ability to: Create a loop when you create a deal Easily go to your loops in dotloop from a deal card on the People and Deals screen. Connecting dotloop To get started you will need to be an Account Owner or Admin level role. To connect to dotloop, you can go to Admin > Integrations > dotloo

220 Views 1 min

Daily Workflow

Published November 23rd, 2020 by Erik Wantland

1. Follow up new leads & priority leads on the People screen. 2. Clear your Inbox of emails and texts. 3. Complete your Tasks for today on the Calendar screen

205 Views 1 min

Commissions Inc. (CINC)

Published November 23rd, 2020 by Erik Wantland

Goal Have leads flow into Follow Up Boss from your Commissions Inc. website to centrally manage these leads alongside those from your other lead sources. Popular Ways to Use the Integration Rapid Follow Up with Automated Dialing Quickly engage new leads with our desktop and mobile-friendly Calling Feature. Automatically dial through your follow ups

249 Views 1 min

Initial Text Autoresponder

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss can send automated text messages to new leads. You can add a text message to an action plan and it will be sent to new leads with valid phone numbers that this action plan is triggered for.    How to enable text autoresponders? - Select Admin, then Action Plans in the top menu (admin users only). - If you already have an action plan s

557 Views 2 min

Follow Up Boss Lead Routing Email

Published November 23rd, 2020 by Erik Wantland

Your Unique Follow Up Boss Email Each Follow Up Boss user has their own unique Follow Up Boss email address. When a lead notification is sent to this address from one of our support providers the lead will automatically be entered into Follow Up Boss. Account Owners: You can see the lead routing emails for all team members under Admin > More >

488 Views 1 min

InsideSalesAgents.com

Published November 23rd, 2020 by Erik Wantland

InsideSalesAgents.com provide a service to help call and qualify your inbound leads from most real estate lead sources but what makes them unique is their depth of experience calling on IDX home search registration leads. Setup To set up the integration, reach out to your contact at InsideSalesAgents.com and provide them your Follow Up Boss API key

139 Views 1 min

Team Inbox

Published November 23rd, 2020 by Erik Wantland

Capture & Track High-Value Leads Using Team Inbox Centrally track inbound calls. (E.g. Sign calls, ad inquiries, etc.) Seamlessly connect priority leads with someone on your team. Handle all calling in one, central system. Ensure no calls slip through the cracks! Streamlining Your Conversations & Optimizing Usage Our goal with the Team Inbox

376 Views 3 min

Union Street Media

Published November 23rd, 2020 by Erik Wantland

Summary: Setup the Union Street Media to Follow Up Boss integration and understand the capabilities of the integration. The Union Street Media integration syncs your Union Street Media leads’ contact information, favorited properties, saved searches, and other website activity to Follow Up Boss.  Integration Setup 1. Copy your Follow Up Boss API key

163 Views 1 min

Follow Up Boss Notifications

Published November 23rd, 2020 by Erik Wantland

The following table shows when notifications are sent out to you from Follow Up Boss: Event Email Notification   Text Notification   Push Notification (Mobile) Push Notification (Desktop) Shows in FUB Inbox Added as Collaborator ✓          Any note added to your lead (assigned agent and lender) ✓          Inquiry from existing lead ✓ ✓   ✓   New lea

625 Views 2 min

Adding Attachments to Emails

Published November 23rd, 2020 by Erik Wantland

To attach a file to an email, open a contact, click "Send Email", then choose "Attach file(s)". Then select the files you would like to add (you can select multiple) and click "Open". You can use the trash can next to the uploaded attachment to remove individual files if needed. Batch emails & attachments If you want to send a file in a batch em

213 Views 1 min

Editing Your Signature

Published November 23rd, 2020 by Erik Wantland

You can edit your email signature on the My Settings screen. This is used both in action plan emails and your 1 to 1 emails in Follow Up Boss. Recommendations: Include your full name Include your mobile number and office number Include your best website address Include a link to your Zillow reviews Avoid lengthy signatures  Avoid too many images or

449 Views 1 min

Enable Desktop Notifications

Published November 23rd, 2020 by Erik Wantland

You can receive desktop notifications when Follow Up Boss is open and: You receive a new lead You receive a text message Someone opens one of your emails Someone clicks one of your emails To make sure desktop notifications are turned on, click your name in the top right corner, click "My Settings", and ensure the box next to Notifications is ticked.

274 Views 1 min

YLOPO

Published November 23rd, 2020 by Erik Wantland

Goal Have your Ylopo leads flow seamlessly into Follow Up Boss for engagement via custom action plans, strategic activity tracking, and follow up that leads to conversions. Our robust integration with Ylopo provides deep-level insight into the behavior of your leads, giving your team expansive context and information about each lead and what they’re

494 Views 3 min

Enable Inbox Lead Processing

Published November 23rd, 2020 by Erik Wantland

Enabling Inbox Lead Processing allows Follow Up Boss to create leads by detecting the lead notification emails that are sent to a Gmail, GSuite, or Office 365 based email address.(Traditionally you would need to send leads to your @followupboss.me lead processing email.) This means you do not have to go through a long process to get all of your lead

284 Views 1 min

API Key

Published November 23rd, 2020 by Erik Wantland

To get your Follow Up Boss API Key click Admin > API then click the API key box to reveal.   Developers can use our open API to send new leads or website activity to Follow Up Boss or access contacts inside your account.  Note: Your API key grants programmatic access to your Follow Up Boss account. Make sure to keep it safe, like your password. C

365 Views 1 min

Organize Your Database like the Best in the Business

Published November 23rd, 2020 by Erik Wantland

A healthy database is key to your success. Following a few simple best practices to stay organized will ensure you get the most out of Follow Up Boss and improve your ability to convert leads, grow more referrals, and will save you valuable time. Here’s a quick video to help you maintain a healthy and well-organized database: Start by focusing on th

428 Views 1 min

Block Phone Number or Email

Published November 23rd, 2020 by Erik Wantland

If you're receiving unwanted communication, it's easy to block phone numbers or email addresses. How to Block a Phone Number or Email 1. From your Inbox, select the communication you wish to block: 2. Click the ellipsis (...) at the top right of the communication string, then choose the block option from the dropdown: Managing Your Block List Team A

210 Views 1 min

Integrate with Other Systems

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss alone is all you need to close deals, but we also have very powerful integrations that can level-up your transaction management! dotloop Dotloop streamlines transaction management. Our native integration sends newly created Follow Up Boss deals directly to dotloop.  Setup Instructions Brokermint Brokermint is a complete back office sy

161 Views 1 min

Delete A Contact

Published November 23rd, 2020 by Erik Wantland

Deleting contacts in FUB will result in all information on the lead to be erased from your account. This information cannot be restored in any way once you have confirmed that you would like to delete your contact. If you do not wish to permanently remove a lead's data from your account, check out our article on sending leads to the Trash. To delete

360 Views 1 min

Offrs

Published November 23rd, 2020 by Erik Wantland

To connect your new Offrs leads to Follow Up Boss, please follow the steps below: 1. Copy your Follow Up Boss API key by following these steps: API Key 2. Log in to your Offrs account. 3. In Offrs, click the drop-down menu in the top-right corner (next to your picture) and click "Account Settings." 4. On the Account Settings page, click "Connectors"

143 Views 1 min

Custom Stages

Published November 23rd, 2020 by Erik Wantland

As the Account Owner, you can edit stages by navigating to the Admin > Stages screen.  On this screen you can rename and reorder stages.  You can also add new stages or delete stages you no longer need.  To rename a stage, click the edit icon next to a stage, to delete a stage click the delete icon: If you want to reorder the stages, drag a stage

387 Views 1 min

Realtor.ca

Published November 23rd, 2020 by Erik Wantland

Follow Up & Covert Realtor.ca Leads Have your Realtor.ca leads flow into Follow Up Boss for easy distribution and ongoing engagement that leads to closings. Benefits of sending your Realtor.ca leads to FUB include: Automatic lead routing to agents. Instant follow up via text message and email. Rapid dialing of your database with integrated calli

193 Views 2 min

eEdge (Market Leader)

Published November 23rd, 2020 by Erik Wantland

Goal Take your business to the next level with a strong, top-performing CRM used by some of the top-performing teams in the country. Quick and easy setup gives you the ability to instantly follow up and centrally manage your leads from a variety of sources. Popular Ways to Use the Integration Get More Leads on the Phone with Easy, Automated Dialing

172 Views 1 min

Zumper

Published November 23rd, 2020 by Erik Wantland

Goal Capture rental leads from Zumper and engage them through Follow Up Boss to increase lease signings and conversions. Popular Ways to Use the Integration Get In Front of Renters & Get Leases Signed From quick, automatic dissemination to your best agents to instant text messages to engage leads in the moment, Follow Up Boss helps you convert m

167 Views 1 min

Using the Inbox

Published November 23rd, 2020 by Erik Wantland

Overview The Inbox is an intuitive way to orchestrate conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across web and mobile devices. Your daily goal should be Inbox Zero, meaning all communications are actioned on each day (Delegate, Defer, Do Now, Delete).  Make it a priority to clear you

600 Views 1 min

Delete a Lead Source

Published November 23rd, 2020 by Erik Wantland

Go to the Reporting > Lead Sources screen. Make sure the time dropdown in the top right corner is set to "All Time," so you can see all lead sources and click on a trash icon on the right for the lead source you'd like to delete: Before a lead source can be deleted, you need to select another lead source to reassign existing people. You can searc

243 Views 1 min

Recover Contacts From Trash

Published November 23rd, 2020 by Erik Wantland

When you change a lead stage to “Trash” the lead is removed from Smart Lists and Searches. At some point, you may want to recover those leads. You can recover trashed leads by locating the lead(s) and changing the stage from “Trash” to a different stage such as “Lead”. Individually Recover Search for the specific lead in the main search and choose t

284 Views 1 min

Start Your Day Like a Boss - The Perfect Daily Workflow

Published November 23rd, 2020 by Erik Wantland

The exact process the most successful sales agents follow every single day to ensure their highest priority leads, clients and past clients are properly followed up with, so they can move through the rest of their day confident and without the guilt that comes with not getting your important follow ups done

369 Views 1 min

Assigning a Lender

Published November 23rd, 2020 by Erik Wantland

Lender assignment in Follow Up Boss makes it easy for the chosen lender to add notes to the contact, track communication, and work the lead alongside the assigned agent. Adding a Lender to Your Account A lender is a "user" in your Follow Up Boss account. Add them under Admin > Team.    Manual Lender Assignment Agents can choose a lender using the

347 Views 1 min

Connecting SendGrid API and Sender Verification

Published November 23rd, 2020 by Erik Wantland

If you are running into connection issues with SendGrid due to: Incomplete sender verification 2FA/API changes causing connection troubles We have some steps on how-to set both of these up: Sender Verification Login to SendGrid, and click on Settings on the lower left From there we are looking for "Sender Authentication" > "Single Sender Verifica

264 Views 1 min

SMS/Text Compliance

Published November 23rd, 2020 by Erik Wantland

Compliance for Texting in Follow Up Boss To avoid any disruption of the texting service on the Follow Up Boss platform, we require all users to adhere to the FCC and CASL texting standards and the requirements of our carrier. What Does Compliance Look Like? The following standards should be used to determine texting compliance: All leads need to giv

374 Views 1 min

Facebook Lead Ads (Zapier integration)

Published November 23rd, 2020 by Erik Wantland

Connecting Facebook directly NOTE: You can now connect Follow Up Boss directly to Facebook without using Zapier. See steps here: Facebook Lead Ads (direct integration)   Connecting Facebook using Zapier If your Facebook Lead Ad uses custom fields and you want this information to come into Follow Up Boss, you can use Zapier to integrate your ad with 

298 Views 1 min

Zapier

Published November 23rd, 2020 by Erik Wantland

Zapier allows you to connect different software apps to Follow Up Boss. Get data into/out of your account or perform advanced actions in FUB, such as having an appointment add a tag to a contact.  Main Hub The most popular workflows (Zaps) are on our hub which can be found here:  https://zapier.com/zapbook/follow-up-boss/ Triggers Triggers are event

538 Views 2 min

Group Texting

Published November 23rd, 2020 by Erik Wantland

Overview Closing deals requires collaboration. From scheduling with spouses and showing agents to introducing buyer agents and lenders, Group Texting makes communication simple and airtight! Easily bring together your deal’s most important players in one text thread. Group texting allows a user to create a group text conversation from Follow Up Boss

506 Views 3 min

Cloud Streams

Published November 23rd, 2020 by Erik Wantland

About This Source Cloud Streams provides an advantage to real estate agents as they are the first to know about new or updated listings before being notified by the MLS. How It Works Cloud Stream queries the MLS and automatically sends alerts for properties that are within the parameters set. Additionally, it is the only listing alert system that se

166 Views 1 min

Conquer the First Call Like a Boss - Winning Inbound Buyer Leads [Webinar Recording]

Published November 23rd, 2020 by Erik Wantland

How to win the first phone call. In this webinar, we talk about the most common mistake made when a new lead calls you. We share a script to conquer the first call and a checklist for what you need to get from that call. Watch this training to learn how to conquer the first phone call like a boss and convert cold leads into clients.      Remember yo

279 Views 1 min

Users, Roles, and Permissions

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss accounts have four different roles: Owner Admin Agent Lender Each role has its own set of access and permissions. If you aren't sure if you have access to a certain feature of your account, you've come to the right place for a master overview of each role's account permissions:

350 Views 1 min

800 Info Home Line

Published November 23rd, 2020 by Erik Wantland

About This Source Agents who use 800InfoHomeLine capture prospects' contact information, track their sign and ad calls, and ultimately they get more deals! How We Connect API  (Best full integration)  Email Parsing  (Gathers data found in emails only)  Zapier  (Third party)    ✓   Office 365, GSuite, and Gmail users: Leads will flow into Follow Up B

150 Views 1 min

How to Create and Edit Action Plans

Published November 23rd, 2020 by Erik Wantland

Admins have the ability to create and edit Action Plans. Admins can also find more Action Plans to use in the Action Plan Sharing Library. To Create an Action Plan: 1. Go to the Action Plans page (Admin > Action Plans). 2. Click “Create your own” at the top-right. 3. On the next page, give the Action Plan a name to label it. 4. Check or uncheck t

673 Views 2 min

Website Activity

Published November 23rd, 2020 by Erik Wantland

The Website Activity Tab provides insight into what a lead is looking for so you can easily: Prioritize your leads. Best understand their needs. Engage in meaningful conversations. Send relevant updates and communication. Overview Marketing Source Quickly see the marketing source that your leads came from, as Follow Up Boss gathers this information

318 Views 1 min

Force Logout on Mobile Apps

Published November 23rd, 2020 by Erik Wantland

For situations where you are concerned that someone you had previously given access to your mobile app still has access after they have left the team or you changed a user on your team to someone else's email and you want to make sure they lose access. Since the mobile app will register via your API key after the initial login, you'll need to reset

181 Views 1 min

Working with Tasks

Published November 23rd, 2020 by Erik Wantland

Use tasks to remind yourself to take specific actions with a contact. Tasks help you focus on what matters to you at the point you are ready to action them. The Tasks page will display tasks by: Today's tasks: Easily be able to see what you need to do today. Overdue tasks: We understand, sometimes you can't complete tasks the day they are due, so yo

535 Views 1 min

Zillow & Trulia (Premier Agent)

Published November 23rd, 2020 by Erik Wantland

Follow Up & Convert Zillow Leads Faster Zillow & Trulia seamlessly integrates with Follow Up Boss via a proprietary API connection called Zillow Tech Connect (ZTC). Through this powerful connection you are able to: Rapidly get leads into your Follow Up Boss account the moment they are created. Automatically distribute leads based on the rule

668 Views 3 min

MailChimp Integration

Published November 23rd, 2020 by Erik Wantland

You can sync your Follow Up Boss database to MailChimp for mass emails. This includes contact name, assigned agent, tags, stage, phone, email, price, lead source, etc. If the contact unsubscribes from a MailChimp email, they will automatically be unsubscribed in Follow Up Boss, and vice-versa. (You can still directly email an unsubscribed contact fr

650 Views 1 min

Action Plans Overview

Published November 23rd, 2020 by Erik Wantland

Action Plans prevent contacts from slipping through the cracks and keep your schedule on track. Your account will come pre-equipped with several of our most successful Action Plans that you can start using right away. Find more Action Plans to use in the  Action Plan Sharing Library.   Use Action Plans for:  Automatically sending an initial text mes

1904 Views 2 min

Security FAQ

Published November 23rd, 2020 by Erik Wantland

How do you protect my data? All your data is encrypted instantly and backed up daily to multiple redundant data centers. All connections to Follow Up Boss (whether you use a web browser or our Android/iOS apps) are encrypted using HTTPS and SSL bank-level security. Where is my data stored? Your data is kept in state-of-the-art facilities that have m

219 Views 1 min

Open and Click Tracking for Emails

Published November 23rd, 2020 by Erik Wantland

Open Tracking When you send an email to a client from inside of Follow Up Boss, we will track if that email has been opened by the recipient.* On the timeline of the lead that was emailed, you will see a small green indicator that will let you know how many times the email has been opened. This will update based off of how many times the user specif

266 Views 1 min

Accessible, Centralized Client Information

Published November 23rd, 2020 by Erik Wantland

Documentation in a Central Location Access Key Files Directly from a Client's Profile Never scramble to find an important document, keep everything securely in the contact's profile. (File Attachments) Easier Transaction Management Make collaborating on deals closer easier by tracking all documents centrally. (How to attach files to deals.) Access C

142 Views 1 min

FUB 101: How to Use Follow Up Boss Like a Boss [Webinar Recording]

Published November 23rd, 2020 by Erik Wantland

New to Follow Up Boss? Every Wednesday we host a live session of the FUB 101 Webinar. You can watch this recent recording anytime here:   FUB 101: How to Use FUB Like a Boss This webinar covers: basics of staying organized in Follow Up Boss best practices for tracking lead follow-ups best daily workflow tons of tips and tricks for getting off to a g

1282 Views 1 min

Microphone Settings in Google Chrome

Published November 23rd, 2020 by Erik Wantland

To make sure your microphone settings are properly configured for Calling in Google Chrome: 1. Open Google Chrome 2. Click the "more" icon at the top right of Chrome and then click Settings. 3. At the bottom, click Advanced. 4. Under "Privacy and security," click Content settings. 5. Click Microphone to open your microphone settings. 6. On your micr

2549 Views 1 min

Importing Contacts from Top Producer

Published November 23rd, 2020 by Erik Wantland

Please follow the steps below to import your existing contacts from Top Producer into Follow Up Boss. 1. Export your existing contacts from Top Producer by following the steps here.  Please note: The recommended export options in Top Producer are CSV format and "Contact record and all addresses and communications" - see screenshot below: 2. After ex

295 Views 1 min

Filters and Smart Lists

Published November 23rd, 2020 by Erik Wantland

Filtering Contacts The first step in creating a smart list is pinpointing the contacts you would like to see. We do this using filters.  You can choose to filter directly within the column, by using the Filters Tab on the right side of the screen, or a combination of both. Filtering By Column: 1. Click Name of the Column 2. Click "Add Filter" 3. Cho

1113 Views 1 min

Agent & Lender Account Setup - 6 Simple Steps

Published November 23rd, 2020 by Erik Wantland

Welcome to Follow Up Boss! To help you get set up and running as quickly as possible, we’ve put together this cheat sheet of everything you can do to put FUB to work in your business. You don’t have to do all of this in one sitting. Start with The Basics, check out the Training Videos, then move on to Leveling Up. The Basics 1. Accept your invitatio

910 Views 1 min

Lead Ponds

Published November 23rd, 2020 by Erik Wantland

Overview Do you have leads assigned to agents who are just too busy to prospect them properly? Every single lead that isn’t actively nurtured is a wasted opportunity to close a potential deal. We built Lead Ponds to help you group those leads into opportunities for your team to actively grab and work. Viewing Ponds You will find a list of your exist

673 Views 5 min

Creating Email Templates

Published November 23rd, 2020 by Erik Wantland

Email templates can be used for: Sending 1:1 emails quickly from desktop or mobile apps Sending batch emails Sending emails from an action plan Managing email templates You can manage email templates under Admin > Email Templates screen. To create a new email template, click the "Add Template" button: Sharing email templates with your team Emails

526 Views 1 min

Filter List By Assigned User

Published November 23rd, 2020 by Erik Wantland

How to View Your Leads As a broker, you can see all people in your Follow Up Boss account.  If you want to filter out everyone else's leads and only see those assigned to you, you can select "Me" from the agent filter in the top right of the People screen: Your choice is remembered as you use the app.  To go back to seeing all contacts in your accou

150 Views 1 min

Running iPhone App on iPad

Published November 23rd, 2020 by Erik Wantland

The full version of Follow Up Boss can be run directly from your iPad! This will provide the most robust experience on the go. Here's how to set that up. For those you who prefer a "lighter" version of Follow Up Boss, the iPhone app can be run on your iPad.  1. Search "Follow Up Boss" in the App Store, download and open the app: 2. Log into your Fol

148 Views 1 min

Closed deal reporting by lead source

Published November 23rd, 2020 by Erik Wantland

The closed deals report by lead source will show you which of your marketing is most effective at producing closed deals in a certain timeframe and the commission generated as recorded in the deals feature. Finding this report To access this report click Reporting > Lead Sources > Show Me Dropdown > Which lead source has the most closed dea

171 Views 1 min

Working Your Smart Lists

Published November 23rd, 2020 by Erik Wantland

These smart lists are designed to help you work with the right people at the right time. Use this guide and your smart lists to know who to call each day and never let another lead slip through the cracks . Read on to learn: How it Works The Basics What Your Smart Lists Do How to Work Your Smart Lists Leveling Up How it Works You will automatically

354 Views 2 min

How to Train Your Team

Published November 23rd, 2020 by Erik Wantland

Congrats on your team growth! We're here to make sure everyone finds Follow Up Boss easy to use and it becomes a natural extension of your business. When new teams join FUB for the first time, our Onboarding department is here to get things kicked off! If a new member joins your team, or you would like a refresher, below are three easy steps to get

425 Views 1 min

Creating Deals

Published November 23rd, 2020 by Erik Wantland

Tracking your deals in Follow Up Boss lets you connect lead source to closed transaction. This can help you manage the process, see where your deals are coming from, and importantly, let you report on exactly how big your pipeline is. Each deals pipeline holds a series of stages which represents the lifetime of a deal from creation to close. In Foll

372 Views 1 min

Drip Text Integration Options

Published November 23rd, 2020 by Erik Wantland

1-1 & Group Texts vs Text Message Marketing Follow Up Boss calling and texting is designed to be used as your direct business line. Call and text your leads exactly like you always do -- you can even group text! It works just like when you text or call on your phone, except that you do it through the Follow Up Boss app and it's all logged and re

476 Views 1 min

Glossary of Terms

Published November 23rd, 2020 by Erik Wantland

Learn the Follow Up Boss lingo with this Glossary of Terms. Click on any of the links to learn more! Action Plans - Action Plans automatically do a series of actions with your lead. They're most commonly used to help engage new leads by sending an initial text or a series of drip emails. They can also do things like create a Task, add a Tag , or eve

227 Views 2 min

Pixel Website Tracking

Published November 23rd, 2020 by Erik Wantland

Install Pixel Tracking Code On Your Websites To start let's enable Pixel Tracking on all your websites, you’ll need to place the below code snippet in the area of your websites that allows for Script & Tracking JavaScript to be inserted. Popular Integrations: Curaytor, Real Geeks, REW, WordPress, Ylopo   Need help installing your code? Reach out

543 Views 1 min

Connecting your Email FAQs

Published November 23rd, 2020 by Erik Wantland

What email address appears when I send emails from Follow Up Boss? The email that you have set as your connected email is what we send emails out from. Will Follow Up Boss sync previous emails that I exchanged with a client? Follow Up Boss will only sync emails from the point in time that the email is connected. We do not sync past emails at this ti

356 Views 2 min

Google Forms + Zapier Integration = Open House Lead Capture

Published November 23rd, 2020 by Erik Wantland

A great (free) way to collect information at an open house, add those people to Follow Up Boss, and start an action plan automatically is to use Google Forms, Zapier, and Follow Up Boss together! Follow this guide and you'll never need to manually enter another open house list into FUB again. What You Will Need A Google account: gmail (free) or GSui

556 Views 3 min

Agent Owned Lead Duplication

Published November 23rd, 2020 by Erik Wantland

Summary At Follow Up Boss, we want to help you keep your leads organized. Usually, this means prevent duplicates from entering the system. However, there are two scenarios in which you may want a lead to be duplicated and assigned to a new agent: Agent-funded leads and when importing leads.  To accommodate these scenarios, we have created a setting

183 Views 1 min

Importing Contacts

Published November 23rd, 2020 by Erik Wantland

Importing your contacts is the best way to pick up where you left off with them. Use the tips below to get the information you need in Follow Up Boss and avoid the clutter of details you don’t need! Will I lose data when I move my contacts over to Follow Up Boss? When importing contacts, you can choose what you want (or don't want) to keep. Contact

2126 Views 2 min

Agentology

Published November 23rd, 2020 by Erik Wantland

This is a third party integration built by agentology.com for setup help and support please contact them directly. How to Set Up If you're working with Agentology for their ISA services: 1. Under Admin, go to API and copy your API key from Follow Up Boss 2. Send your API key to your 'Client Success Advisor' at Agentology and they'll set up the rest

157 Views 1 min

Direct Team Lead Routing by Lead Providers

Published November 23rd, 2020 by Erik Wantland

Lead providers can directly route leads to specific team members in Follow Up Boss. When this happens, the lead will bypass your Lead Flow team routing rules set in Follow Up Boss and assign directly to the agent specified by your lead provider. You'll see the following message in the lead's timeline in Follow Up Boss: You can turn off the team rout

217 Views 1 min

Social Profile

Published November 23rd, 2020 by Erik Wantland

Goal Gain additional insights on your contacts through our instant social media search tool. Discover more about their background and get links to their profiles on platforms such as: Facebook Twitter LinkedIn Example: Gauge your lead's demographics and interests to strategically communicate, plus determine the validity of the lead using the informa

248 Views 1 min

Exporting Contacts

Published November 23rd, 2020 by Erik Wantland

This feature is only available to account owners by default. Account owners can grant or revoke this feature to their users from the Admin > Team page. Exporting contacts is simple. Go to any list of people, select who you want to export (or all), and click the arrow icon, as seen below: Please note that if you have more than one page of contacts

1189 Views 1 min

Automations for Nurturing your Leads

Published November 23rd, 2020 by Erik Wantland

When someone tells you they're just starting their search and not planning to act for a few months, easily start a nurture campaign that keeps you top of mind while you focus on active buyers. Try out one of our Best Practices Automations to help you nurture your existing leads:   Nurture Long Term Buyers This automation will trigger a long term nur

193 Views 1 min

Batch Emailing 101: How to Mass Email Your Leads

Published November 23rd, 2020 by Erik Wantland

  What Is Batch Emailing? Batch emailing gives you the ability to email groups, or "batches," of contacts at once. Use batch emails to strategically engage every sector of your database by sending targeted messaging that is most relevant to where they are in your pipeline. Popular Uses for Batch Emails: Weekly Check-Ins with Buyers, Sellers, Etc. Re

1094 Views 2 min

Texting on iPhone

Published November 23rd, 2020 by Erik Wantland

Text message your leads directly through the desktop or the iPhone app to best track communication and never miss a message! You can send one-on-one and group texts in the iPhone app. This video gives an overview of text messaging through Follow Up Boss.   Enabling notifications within the App It's important to have push notifications turned on so y

187 Views 1 min

Mailing Labels

Published November 23rd, 2020 by Erik Wantland

Create mailing labels to make it easy to send any mailing to multiple contacts. How to Export Mailing Labels 1. Create a list of people you want to send a mailer to. This can be a smart list or a custom search. 2. Select Address from the Columns pull-down. 3. Filter out people that do not have an address. 4. Check the box in the top row to select al

389 Views 1 min

SmartZip

Published November 23rd, 2020 by Erik Wantland

Set Up: NOTE: Skip this if your Gmail or Google Apps account is connected to FUB Get your unique Follow Up Boss email address Go to your website admin login page.  http://clients.smartzip.com/signin Once logged in, click on your Profile Picture and then Account Settings.   Next, click Add next to secondary email; paste in your @followupboss.me email

145 Views 1 min

Advanced Lead Flow Rules

Published November 23rd, 2020 by Erik Wantland

The advanced lead flow screen is a great place to route your leads within Follow Up Boss based on particular criteria. Here are some examples of what you can do with advanced lead flow rules: Send leads over $500,000 to Agent Bob Send leads in zip code 28105 to Agent Jill Send leads for a listing with MLS number 3201391 to Agent Sally Send leads wit

976 Views 1 min

Email Bounces and Rejections

Published November 23rd, 2020 by Erik Wantland

Summary: Troubleshoot email bounces and/or rejections that you receive in Follow Up Boss or from your email provider. Email Bounces: An email bounce signifies non-delivery of your email message and can happen for a number of different reasons.  When a drip campaign email or an email sent to a Google email bounces, we will mark that contact with the

1944 Views 2 min

Getting the Most out of Follow Up Boss (Admin/Account Owners)

Published November 23rd, 2020 by Erik Wantland

When implementing a system like Follow Up Boss, there are many customizations that can be made to your account. These possibilities can make teams feel like they are missing out on all that Follow Up Boss has to offer.   Worry not! Below are the most effective ways for you to maximize your usage of FUB, while still keeping things easy to use for all

492 Views 2 min

Deal Report Pipeline

Published November 23rd, 2020 by Erik Wantland

The Deal Report Pipeline helps you make sense of your deals by providing cool filtering options that give you more visibility into: Deals Closed Year-to-Date (YTD) Deals Closed Month-to-Date (MTD) Stage Averages At A Glance Which Marketing Sources Are Working Best Forecast of Pending Closings  Getting Started FAQ How do I get to the Pipeline Deals R

242 Views 1 min

Sharing Your Email With Others

Published November 23rd, 2020 by Erik Wantland

Follow Up Boss tracks email communication with contacts in your system. The "Sharing Emails" feature allows other team members to see emails exchanged between you and a contact. Setup: Access the "My Settings" screen in the top right hand corner of the app by clicking your name first. After an email address is connected, check the "Share emails" box

2406 Views 1 min

Lead Flow

Published November 23rd, 2020 by Erik Wantland

Lead Flow Basics The lead flow screen lets you select whether or not a new lead is assigned to a particular person or group for each unique lead source. You can also choose a lender to assign a new lead to and an action plan to be applied automatically when the lead comes in. To add a new lead source, first confirm that we accept leads from that sou

1253 Views 1 min

Adding Attachments to Batch Emails

Published November 23rd, 2020 by Erik Wantland

Have a file that you would like to send to a group of contacts? The industry best practice is to include this information as a link in the body of your email.  How to Send a File or Document 1. Upload the file to your website, Google Docs, or Dropbox. 2. Copy the link. [How to Create a Share Link with Google] [Sharing Links with Dropbox] 3. Paste th

328 Views 1 min

Facebook Lead Ad Direct Integration

Published November 23rd, 2020 by Erik Wantland

Update Table of Contents Facebook Lead Ad (Direct Integration) Set up the Integration Facebook Business Account Lead Access How the Integration Works Facebook Lead Ad Form Capture Testing Facebook Lead Ad with Developer Tool Routing leads by Lead Ad Trouble Shooting Guides Facebook Lead Ad (Direct Integration) With our direct integration to Facebook

604 Views 1 min

Quick Start: Solo Agents & Two Person Teams

Published November 23rd, 2020 by Erik Wantland

Are you a solo-agent or team of two looking to get started with Follow Up Boss? Follow the steps below to set up your account! This guide is your cheat sheet for fast-tracking your success and getting your business running on Follow Up Boss. You don't have to tackle everything at once! We recommend starting with The Basics, then moving on to each se

227 Views 1 min

Autotags

Published November 23rd, 2020 by Erik Wantland

Some tags in Follow Up Boss are created and attached to a lead automatically by the system. Here are a few scenarios that would cause a tag to be automatically added on to a lead by the system. - Seller Lead - Bounced email - Zip codes and cities of inquiry addresses - Unsubscribed - Lead sources ex: Ylopo - Deleted Agent's name will be auto-tagged

215 Views 1 min

Texting

Published November 23rd, 2020 by Erik Wantland

Quick Text Quickly send one-on-one or group texts to any number, or existing contacts, from any screen in Follow Up Boss. 1. Click the text icon at the upper-right:  2. Start typing the name of the person you wish to text, or enter a new number if the person isn't already in your system. Type your message and click send: You also have the option to

310 Views 1 min

IDX Broker

Published November 23rd, 2020 by Erik Wantland

Goal Connect your IDX Broker website to Follow Up Boss for centralized lead management, rapid follow-up, and meaningful engagement that leads to more closings. Popular Ways to Use the Integration Rapidly Dial Through Your Lists to Get More Leads on the Phone Deals are made on the phone. Automatically dial your hottest leads or today’s tasks using Ca

276 Views 1 min

Connecting Your Email

Published November 23rd, 2020 by Erik Wantland

This is where to find and change your login and connected email in Follow Up Boss: Login Email = Email address we send FUB notifications to (new lead alerts, for example) and the email for the mail merge field used on emails and email signature. This is also the address action plan emails are sent from. Connected Email = The email address we sync to

1200 Views 1 min

Android App

Published November 23rd, 2020 by Erik Wantland

Before installing the app, we recommend installing any system updates for your phone, if available, as this will improve the reliability of your phone as well as the app. For instructions on how to do this, click here. --- Download the new Android app from the Google Play Store here. We recommend turning on  automatic updates for the app to ensure t

198 Views 1 min

SMS/Text Best Practice

Published November 23rd, 2020 by Erik Wantland

Learn Best Practices for Texting Clients & Leads The goal of this article is to help educate and provide best practices examples of correct ways to automatically and manually text your leads and clients. Initial Action Plan Text (Automated) When a lead is first entered into Follow Up Boss from an outside lead source (your website, Facebook, Zill

347 Views 1 min

People View - Using the People Screen

Published November 23rd, 2020 by Erik Wantland

Overview The People screen is the central place to see every contact you have access to in Follow Up Boss. It’s a great place to kickstart your daily workflow, as you’ll have access to: Your Most Recent Leads Smart Lists (Which help determine follow up priority.) Call Lists Batch Emailing Filtering To See Lead Assignment (Admins) You can also update

284 Views 1 min
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