Our tool for importing team members makes it a breeze to invite your team to Follow Up Boss. Don't wait to get started, import your team today!  

How to import your team 

This feature is available on owner and admin accounts.

1. Go to Admin > Teams

2. Click + Add Team Members

3. Select Import a CSV

4. Download the CSV Template (optional)

5. Choose a CSV File > Open

Note: The CSV file should contain Team Member's Name, Email, Phone (optional), and Role: Admin, Agent, Lender (optional).

6. Make any necessary changes to team member information

7. Add Team Members