The advanced lead flow screen is a great place to route your leads within Follow Up Boss based on particular criteria. Below is the criteria that can be used for advanced lead flow rules.

• Tags
• Price
• City 
• State
• ZIP Code
• MLS Number
• Phone Number

How it Works

How to Find Advanced Lead Flow Rules

1. Go to Admin > Lead Flow

2. Click Advanced Settings under the desired lead source

3. You will be directed to the Advanced Lead Flow Rules

How to Set Up Advanced Lead Flow Rules

1. Choose Any or All

Each rule begins with the statement, "Leads who meet all/any of these conditions." Choose one to get started.

All: Lead meets all the conditions listed 

Any: Lead meets one or more of the conditions listed 

2. Add a Condition  

A. Choose the desired condition

B. Define the condition

C. Add Specifics

3. Set Rule Distribution + Lender + Action Plan

Distribution: Choose a specific agent or group

Lender: Choose a specific agent

Action Plan: Select the desired action plan

4. Complete Steps 1-3 until all rules are created 

This is optional, as you can have one or many rules per lead source. 

5. Complete the Default Rule 

If a lead doesn't meet any of the rules, they will be assigned by the default rule. 

Distribution: Choose a specific agent or group

Lender: Choose a specific agent

Action Plan: Select the desired action plan

6. Save 

FAQs

How can I copy the advanced lead flow rules from another source?

1. Click Advanced Settings under the lead source (on the lead flow page) > Copy From Other Lead Flows 2. Expand the desired lead flow and select the rules to be copied > Copy Rules > Save

How can I remove a rule? 

To remove a rule, simply click the trash can in the upper right-hand corner of the rule card.

In what order are the rules processed? 

Rules are processed from top to bottom. 

What happens if a lead doesn't meet any of the rules? 

If a lead doesn't meet a rule, they will be distributed based on the default rule.

How does lead routing with tags work?

We utilize tags that are automatically sent to Follow Up Boss upon the lead being sent to Follow Up Boss. Some sources send basic tags like zip code, while custom API integrations or forms can send any variety of tags.

How can FUB distribute leads based on MLS number? 

We use the MLS number sent to us by the lead provider. Systems like Zillow, Realtor, and Trulia send MLS numbers the most consistently. Your website provider may need to do a custom integration to have FUB access the MLS number.

Where does FUB pull city, state, and ZIP code from? 

City, State, and Zip are pulled from the lead information sent to Follow Up Boss. They will be matched in the following priority of available lead data.

• City, State, or ZIP Code info (based on the rule) is found in Property data (e.g. when a new lead comes in with a Property Inquiry)
• If City, State, or ZIP Code info (based on the rule) is not available in Property data, we look at Lead Addresses data
• If City, State, or ZIP Code info (based on the rule) is not available in Property or Addresses data, we will look for it in Tags data