Whether you are switching to a new team or starting out on your own, you may need to transfer your lead information from one Follow Up Boss account to another. You can transfer your lead information from one account/database to another using this guide.
Steps to Migrate Accounts
Sign up for your new account
-
- Navigate to the Follow Up Boss website and sign up for a free trial
- Your signup email must be an email that is not currently being used by another account. If you would like to use the same email address, complete the following steps:
- Log in to your original account
- Navigate to My Settings
- Add the word OLD to your login email after the @ symbol (keep in mind that this will become the new login email address for your original account)
Export your data from the original account
To transfer from one account to another you will first need to export the data from your original account
Please note that if you are not the account owner you will first need to obtain export permissions from your account owner.
Import your data into the new account
-
- Login to the new account you signed up for
- Navigate to Admin > Import
- Click Import File and select the CSV file you exported from your original account
- Import the file
Invite your team members to the new account
-
- On your new account, navigate to Admin > Team
- Click Add Users at the top right
For more information see our article regarding inviting your team here.
Information Transferrable to a New Follow Up Boss Account
The following information is transferable to a new Follow Up Boss account:
- Demographic information (name, address, email address, phone number, etc)
- Notes
- Custom Fields
- Background
- Tags
- Stages
- Assigned Agent
- Assigned Lender
- Call/Text date/time (must be imported as a note)
Information Not Transferrable to a New Follow Up Boss Account
The following information isn't transferable to a new Follow Up Boss account:
- Email Templates
- Text Templates
- Action Plans
- Tasks
- Appointments
- Emails
- Text Logs
- Call logs