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 source here.  Next, search for the lead source setup instructions here and connect the lead source.  A new lead source is automatically created on this screen when the first lead from that source is created in Follow Up Boss.  

There are several alternate options for sending in leads from lead sources that are not on our list of supported sources:  Alternate Integration Options.

Lead Source Setup

For each lead source you will need to complete basic setup to determine which agent (or group of agents), lender, and action plan (drip campaign) will be applied to all future new leads from that lead source.

  • Agent: This is the assigned agent or group of agents that incoming leads will be assigned to automatically
  • Lender: This is the assigned lender or group of lenders that incoming leads will be assigned to automatically
  • Action Plan: This is the Action Plan that will be automatically assigned to incoming leads

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Advanced Lead Flow Setup

View our Advanced Lead Flow Rules article to configure lead assignment based on zip code, price, tags.

Additional Instructions (video)

Lead Flow Delay

This feature allows you to configure a lead flow to not process an incoming lead immediately, the lead flow will wait up to 5 minutes for further events about the same lead which may provide additional info which may be crucial for routing the lead correctly.

There are a few options you can choose when configuring the lead flow delay:Screen_Shot_2020-04-23_at_1.34.28_PM.png

If you select the "Wait X minutes" for more information before routing a new lead, then leads in this lead flow will always be delayed X minutes. You can choose which X though, either 10 seconds, 1 minute, 3 minutes, or 5 minutes.

If you select "Wait up to X minutes for a phone number before routing a lead", then we will only wait to route the lead if that lead doesn't have a phone number. If the lead doesn't have a phone number in the first event, but a phone number is provided by a subsequent event then we will route the lead as soon as we have a phone number. If we never receive a phone number we will route the lead after the specified delay.

The Lead Flow Delay can be accessed by navigating to your Lead Flow page in Follow Up Boss, and then by clicking "Advanced Settings" for a particular lead source. Then choose, "Set Delay" from the top of the page to access the above-mentioned settings.

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