Getting Started: Agents & Lenders

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  1. Follow Up Boss - Help Center
  2. Getting Started
  3. Getting Started for Agents & Lenders

Becca Hancock
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Welcome to Follow Up Boss!

Follow Up Boss will keep you organized and in front of your best opportunities and past clients so you can close more deals to grow your business.

After working with thousands of agents like you, we've designed simple systems to help you achieve your goals, all while saving you a ton of time. To get started, watch our short Getting Started video and follow the steps below. 

 

Part One: Your 12-min Follow Up Boss Overview

 

Part Two: Getting Started Steps

1. Accept your invitation

The email you’re looking for will have “___ invites you to join them on Follow Up Boss” as the subject line. Use the button in that email to create your password.

Screen_Shot_2019-04-10_at_2.04.19_PM.png

You'll use that password to log in at followupboss.com and on the mobile app. Forgot your password? No problem! You can reset it here.

 

2. Connect your email

Why? So we can automatically sync emails you send to or get from your contacts, whether those emails started in Follow Up Boss or your regular email inbox! This will power your Follow Up Boss with all the details you need and will help you find contacts you need to get in touch with!

  1. Go to the My Settings on the computer.
  2. Click Sign in with Microsoft or Sign in with Google
  3. Follow the prompts of your email provider to sign in

Here is also a detailed guide on how to connect your email.

3. Download the app 

We know you spend as much or more time in the car as you do in the office, so be sure to get the Follow Up Boss app on your phone! Also, allow notifications so you won’t miss a beat.

  1. Download the Android or iPhone App
  2. Learn to use our apps on iPhone and Android 

 

4. Choose settings and get notified of important eventsScreencast_2019-02-19_at_3.06.08_PM.gif

  1. Go to My Settings on the computer to set up your Email Signature, etc.
  2. Enable Your Notifications Here. We recommend enabling all notification types so you never miss a new lead alert or text reply from your contacts. More here: Overview of All Notifications

5. Add and organize your contacts

  1. Import your current contacts via CSV or email imports@followupboss.com with your file(s) and we can import your contacts for you! (You can include past clients, current leads and anyone you might do business with)
  2. Do you pay for leads? Connect your lead sources to Follow Up Boss! This looks a little different for different lead sources, so search your lead source by name (ie Listings to Leads, or Zillow).
  3. Organize everyone by the correct stage so you know who is who in your database (ie a new lead vs. a past client)

6. Start more conversations with people (follow-up w/ Follow Up Boss!)

  1. Use Smart Lists to find the people you need to follow up with and when
  2. Watch this 2-minute video to see how to start your day with Follow Up Boss

 

Part Three: More coaching and training

  1. Join our daily live moderated Follow Up Boss Agent Kickstart.
  2. Sign into the Follow Up Boss Academy for on-demand training. We recommend sales coaching with Conversion University to win more conversations with your leads, guaranteed.

Part Four: Getting help

  1. Search our Help Center for answers to common questions
  2. Check out our YouTube channel to learn from top agents, watch quick tips videos and more!
  3. Still need help? Contact our amazing support team! Email support@followupboss.com or call (855) 622-5311.

 

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