This article provides instructions for the legacy version of Follow Up Boss, FUB Classic. For updated instructions, please click here.
Still using FUB Classic? Here’s a great overview on how to switch to FUB2!
To create specific plans for rental leads, or for distribution, start in your Lead Flow screen.
Isolating Rental Leads
1. Click the little wheel next to the source and type you'd like to separate:
Then you can set your price criteria.
2. In most markets, it may be fair to say that leads inquiring on properties priced greater than $1 and less than $10,000 might be rental leads. In that case, this should be the rule:
3. Then select the Assignment and Action Plan (or No Action Plan):