Start your day right and prioritize the hottest leads using the Follow Up Boss 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 email inbox every morning at about 7:00 am in your account's set timezone.
New Upcoming Activity at a Glance
Appointments in Follow Up Boss will show up on your Hot Sheet. If you’re a Gmail or Google Apps user, you’ll also see these items on your Google Calendar.
Your most recent 5 leads, including contact information, plus an easy link to view all new leads. This list only includes leads which came in less than 7 days ago. If a lead was assigned to you recently, but that lead came into Follow Up Boss more than a week ago, it will not show up in your Hot Sheet email.
Take a look at who recently made an inquiry, opened, or clicked an email, etc. This includes IDX activity like property searches and inquiries, website registrations, saved/viewed property, etc. It also includes email marketing activity, which are opens and clicks on emails sent by Follow Up Boss Action Plans, Mailchimp, etc.
You’ll never forget that follow up call or send that thank you note again. You’ll easily see what needs to be completed. Note that we only show a total of 5 tasks in the email.
Take a glance at this sample Hot Sheet in all its glory:
If you prefer not to receive Hot Sheet daily emails you can toggle to disable them from My Settings. Hot Steets and other email notifications are sent to the email you use to log in to Follow Up Boss.