Pause Leads

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...

Lead Flow

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...

Lead Flow Groups

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...

Advanced Lead Flow Rules

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...

Direct Team Lead Routing by Lead Providers

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...

First to Claim

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 ...

Lead Flow Archiving

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 ...

Assigning a Lender

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...