The Basics

Step 1: Connect Your Leads

Have your leads sent to the Google account you connected to Follow Up Boss.

We will automatically process leads from Zillow, Trulia, and 100 other providers. 

Click here for our most popular integration guides.

Full list here:

Step 2: Invite Team

Invite your agents and assistants on the Admin > Team screen.

How to invite your team.

Step 3: Import

Use our import tool to bring in your past clients and database.

How to import contacts.

Step 4: Lead Routing

Go to Admin > Lead Flow once you have received some new leads in the system, here you can choose to assign new leads from each source to an individual agent or to a group of agents (in which case the leads will round robin).

Step 5: Action Plans

For each lead source you can automatically trigger an instant text message and series of emails for new leads.

To see your action plans go to Admin > Action Plans.

To apply an action plan to a new lead source go to Admin > Lead Flow.

Action Plans Overview.

Diving In Further

Admins & Account Owners

Here's a step-by-step list on your core account setup. 


Daily use is a breeze! Here are the steps for following up new leads and maintaining your database.


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