Ensure No Leads Slip Through the Cracks

Written by Erik Wantland

Last published at: December 2nd, 2020

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. Automatically follow up using Action Plans. Leads will receive an immediate response via text and/or email - even if your agents are busy. (Action Plans Overview)

4. Get notified! Ensure every agent has our mobile app downloaded with notifications turned on. (Push Notifications)

5. Call your leads immediately. Our integrated calling feature gives you the ability to quickly dial from desktop or mobile. (Calling Basics)

Next Step: How to Qualify Leads & Identify New Opportunities