When a lead inquires from one of your lead sources, their inquiry will show up in Follow Up Boss automatically - just look for the orange activity bubble on the lead's profile to see their inquiries! New inquiries from your leads can be sent to Follow Up Boss through email, API, or the Pixel.
Types of Inquiries
The inquiry type is specified by the lead source. You'll see the type of inquiry next to the orange activity bubble on the lead's timeline.
Note: Registration, Seller Inquiry, Property Inquiry, General Inquiry, Inquiry, and Visited Open House event types can automatically trigger an action plan. If you are creating a custom API integration, check out our API documentation for more information.
What happens when a lead inquires?
If it is a new lead, we'll create a lead profile for the contact using the information from their inquiry, such as their name, email, phone number, and property they were inquiring about. The lead will be assigned to an agent based on the lead flow rules for that lead source.
Note: If the Seller tag and a property address are included on an inquiry, the address will automatically be added as the contact's mailing address.
Existing Lead Deduplication
When a lead inquires, we'll automatically check to see whether you already have this lead in your database. We look for another lead with the same email address, OR the same first name + last name + phone number.
If we find a matching lead, we'll automatically update the existing lead profile with the new inquiry and alert the assigned agent. New information from the inquiry, such as tags, will be added to the contact, but the original source of the lead will not be changed and the lead will not be reassigned to another agent.
Note: If your team is using the Agent Owned Lead Duplication power-up to allow duplicate leads to be created, and the inquiry came through an agent-level user's email address or API key, we'll first check to see if that agent already has this lead using the same email address, or the same first name + last name + phone number. If they do, the existing lead will be updated as described above. If they don't, a new lead will be created and assigned to the agent whose email or API key sent the lead in, even if a duplicate of this lead already belongs to another agent.
The assigned agent can be notified about the new inquiry by email, text, push, or desktop based on their Notification Settings. They can also choose to have a record of the new inquiries in their notification bell.
Automatic Follow Up
An inquiry from a new lead can send an automatic text message and start an action plan based on the lead flow rules for the lead source. An inquiry from an existing lead can start an automation using the new inquiry trigger. For example, your automation can detect when there is a new inquiry from an existing lead, then send an automatic email to the lead and create a task for you to follow up.
Finding Leads who Recently Inquired
The notifications bell will show recent inquiries from your leads. This is a great way to go back to the most recent inquiries if you need to find them again.
Inquiries will also update the Last Activity column of your smart lists. Sorting by last activity or filtering to a specific timeframe will show you leads who have recently inquired or been active on your website.
Working Your Leads
Agents can review and edit the lead's details from the lead's profile page, call or text the lead to follow up, add notes, set appointments or reminder tasks, and continue following up using smart lists. To see everything in action, check out the 20 minute Follow Up Boss bootcamp (owners and admins) and Agent Kickstart Webinar (agents).