To connect Real Geeks to Follow Up Boss:
2. Login to your Real Geeks website at https://leads.realgeeks.com.
3. Click the Settings tab, and insert your Follow Up Boss lead routing email address in the "Alternate Emails" field:
4. Scroll down the Settings page to Notifications. In the Alternate column select "New leads," "Seller Leads valuation inquiry," "Incoming text messages from leads," "Leads request a tour."
5. Scroll down the page and click "Save."
6. Do a test registration on your Real Geeks website. You should see that lead automatically created in Follow Up Boss.
Multiple users/agent assignment from Real Geeks
You may want to still assign leads through Real Geeks, so that the property update emails from Real Geeks come from the assigned agent.
To do this, login to the settings screen of each individual agent in Real Geeks and input their Follow Up Boss lead routing email address (according to the same steps above).
Make sure for each lead, only one email is sent to FUB (not one from the agents settings and one from the account owners settings).
Please note that only saved properties, registrations and returns to websites are logged in to Follow Up Boss. Property views, for example, do not sync over.
Existing Real Geeks contacts
To bring over your existing Real Geeks contacts to Follow Up Boss:
1. Export your Real Geeks contacts to a CSV file: Exporting from Real Geeks
2. Import the Real Geeks CSV file to Follow Up Boss: Importing to Follow Up Boss