Followupboss.com.
Claiming a lead from a pond. You can claim leads from a pond at any time. To claim a lead, all you need to do is reassign the lead to yourself. You can do this two ways: Assign the lead to yourself on the lead profile. Assign the lead to yourself by selecting a lead (s) from the people screen and using the mass actions tab to reassign agent.
Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] START FREE TRIAL. or give us a call: (855) 888-9769. Get advanced insights into your real estate business with pre-built and customizable reporting. Measure agent and lead performance with data that's logged automatically by your CRM.Download the Follow Up Boss app for iPhone or Android so you can use Follow Up Boss from anywhere. Follow the steps in this Getting Started Guide. You don't need to import all of your contacts, but add some current clients and test out an action plan or two. Test out some organization and automation. Just a little will do. Free trial, easy migration, unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. The leaderboard is part of any Follow Up Boss plan that includes our calling feature. Set it up in 60 seconds without adding expensive third-party tools.
Integrations New. Platform. Customers. Community. Pricing About. FREE TRIAL. Log In. Connect your real estate CRM to best-in-class IDX website providers, 200+ lead sources and dozens of apps for everything from marketing to transaction management. Follow Up Boss is an open, flexible operating system for real estate businesses with more ... Search for events. Click Try It! to start a request and see the response here!Try It! to start a request and see the response here!
Follow Up Boss is a real estate lead management system that lets you automatically distribute and follow up with leads from over 200 different lead sources. …Select the contacts you'd like to add collaborators to and select Add Collaborators from the mass actions menu. You can add selected people to multiple collaborators in one go. Each collaborator will be notified via email that they were added to people. You can also mass-remove collaborators from a number of people in the same way.
1. Go to Admin > Ponds > + Add Pond. 2. Name the Pond. 3. Select the Pond Lead. Note: Action plans and 3rd party systems will use the pond lead's name as the assigned agent. 4. Select the desired Team Members to have access to the pond > Save Changes.To re-sync deleted contacts in Mojo or to delete all Mojo contacts synced with Follow Up Boss you are able to click the Clean Up button under the Integrations > Follow Up Boss section of Mojo. 1. Click Menu/Initials in the bottom left-hand corner > Integrations. 2. Follow Up Boss on the left-hand side > Clean Up.With Follow Up Boss, you have lots of training options. From on-demand webinars to videos, to comprehensive guides and videos, no matter who you are, we’ve got you covered. Below is a list of all the various training options we offer. 👉 If you'd like a personalized plan for getting started, take this 2-minute survey. The Mojo and Follow Up Boss integration. Once you’ve made contact with a lead in Mojo, you can easily sync that contact to Follow Up Boss for your ongoing follow up, email drip campaigns, etc. Free trial. Easy migration. Unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. Dialer and lead data system that allows agents to ...
Follow Up Boss calling and texting are designed to be used as your direct business line. Call and text your leads exactly like you always do, you can even group text! It works just like when you text or call on your cell phone, except that you do it through the Follow Up Boss app and it's all logged and recorded for you.
We've got you covered. Follow along with our 2024 Kickstart series designed to help you get back to the basics to crush your goals in the new year. Our Kickstart series is eight 30-min sessions recorded here for easy reference! Set a goal to tackle two sessions per week over the next four weeks, or pop some popcorn and binge watch them all at once.
Boss Method is a system that helps you follow up with your leads and grow your business with a plan. You can block an hour a day, create a workflow for your team, set goals, review results, and build your brand. Learn how to be intentional, strategic, and successful with Follow Up Boss. Follow Up Boss - Help Center Getting Started Follow Up Boss Basics Meghan Porter 8 months ago Updated The dashboard provides key performance indicators and recent …Follow Up Boss. 9,398 likes · 115 talking about this. Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one pMass-assigning leads to a First to Claim or Round Robin Group is not supported. Mass-adding tags, changing stages, or other mass actions to trigger or begin an Automation is not supported. Re-assigning tasks from one team member to another is not supported. You can mass update tags, source, stage, and people assigned to contacts using mass actions.We will provide updates as necessary. Jan 16, 00:00 EST. Scheduled - We are going to upgrade our DB servers to make Follow Up Boss faster and more resilient to usage spikes. During this maintenance window, we will be upgrading a segment of our customers. In the coming weeks, we will have additional maintenance periods to upgrade the remaining ...Integrations New. Platform. Customers. Community. Pricing About. FREE TRIAL. Log In. Connect your real estate CRM to best-in-class IDX website providers, 200+ lead sources and dozens of apps for everything from marketing to transaction management. Follow Up Boss is an open, flexible operating system for real estate businesses with more ...
5. SUPPORT REQUESTS (Please Read) If you're experiencing an issue, concern or need 1 on 1 guidance - Please call (415) 329-3917 or email [email protected]. Our friendly support staff answers support calls 7 days a week.API integration is the most robust option for integrating your website with Follow Up Boss. It allows you to capture leads, send over detailed data, and track dynamic activity such as leads returning to your website and property saves. Developers can use our Open API to build a custom integration. Agents and Brokers can choose a web provider ...Press Copy. Log in to Realtor.com. Use the drop-down menu in the top-right corner of the page and navigate to Settings > Lead Settings > Add Lead Delivery API. Choose Follow Up Boss as your API Source Application. Paste your Follow Up Boss API Key in the API Key section. Enter your Follow Up Boss login email address in the space for Application ...Click the Create A Key button > Name your key Follow Up Boss > Copy API Key. In Follow Up Boss, go to Admin > Integrations > Mailchimp. Click the Settings Tab at the top of the page. Paste the API Key from Mailchimp > Save API Key > Connect. Choose the Audience you want your Follow Up Boss leads to sync into. If you don't have an audience yet ...Follow Up Boss Success Community on Facebook. Follow Up Boss Training Resources. Training: The Follow Up Boss 20-minute bootcamp. Conquer the First Call Like a Boss - Winning Inbound Buyer Leads [Webinar Recording] Diamonds in the Database Webinar. Follow Up Boss + Ylopo Best Practice Lists. Setting yourself up for success.My Settings. The foundation of each Follow Up Boss account starts with the settings. Personal information, login email, connected email, signature, hot sheet notifications, calling settings, and more can be managed on the settings page. To access the settings page, go to your initials/image in the upper right-hand corner > My Settings .
Follow Up Boss - Help Center. Communication. Texting. Becca Hancock. 3 months ago. Updated. Whether it's from the app or the desktop, texting in Follow Up Boss is simple and quick. When texting through Follow Up Boss, all texts are logged on the corresponding profile, making communication with people seamless as you have all information at your ...Tags: The tags attached to individual leads. Filter see leads that contain or do not contain, certain tags. ( More on working with tags.) Stage: The stage a lead is currently listed in (E.g. Buyer, Seller, etc.). Use this column to sort stages in alphabetical order, or filter for leads within a certain stage.
2. Call them as soon as possible after their inquiry to increase your chances of having a conversation. 3. If they don't answer, send a quick video text to put a face with your name and tell them what you have to offer. Example: Hi …Feb 16, 2023 · 2. Play the long game. If your IDX leads are taking their time to convert, take a deep breath — and a step back. You may want to shift your focus from conversion to nurturing. The truth is, IDX leads are just one part of a healthy and well-balanced lead gen plan. How to incorporate scripts into your lead conversion strategy. Script #1: Seller valuation. Script #2: Inquiry on property. Script #3: Request for a listing agent. Script #4: Buyer nurture video close. Script #5: The wrap up.Follow Up Boss is the Real Estate Team OS – a flexible, open platform where top performers break free from the constraints of traditional CRMs and build thriving businesses.Email: [email protected]. Phone: Note the subject line is not important for parsing but will be displayed in Follow Up Boss.Free trial, easy migration, unlimited support. START FREE TRIAL. See pricing. or give us a call: (855) 888-9769. We can help you double your team's deals without increasing your marketing spend. Let us show you how.Keep Your Contacts' Stage Updated. Your follow-ups will be more efficient and more targeted when you keep your contacts' stages updated. You can see and change someone's stage from the computer or the app on your phone. Here's how: 0:48. To change more than one person's stage at a time, use mass actions.In order to send batch emails, you will first need to connect your email to Follow Up Boss. That way, the responses to your batch email will flow into Follow Up Boss. 1. Go to the People tab. 2. Filter to the desired list of contacts. 3. …
Free trial, easy migration, unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. Texting real estate clients has been proven to get stronger engagement from leads and clients, so we built it right into your core follow-up workflow.
The dashboard provides key performance indicators and recent activity. You can find the dashboard by clicking on the Follow Up Boss icon in the top menu. The first three boxes include: New Leads count and Unactioned Leads count: Unactioned leads are leads without at least one outbound phone call, email, or text message attempt from the assigned ...
Happier clients. Less stress. Follow Up Boss is where top performers build thriving real estate businesses. Get organized, engage your leads and create accountability for …Welcome to Follow Up Boss! This guide will walk you through setting up your account, teach you how to use Follow Up Boss and elevate your follow-up. Ready to save time and grow …Integrations New. Platform. Customers. Community. Pricing About. FREE TRIAL. Log In. Connect your real estate CRM to best-in-class IDX website providers, 200+ lead sources and dozens of apps for everything from marketing to transaction management. Follow Up Boss is an open, flexible operating system for real estate businesses with more ... Plug a USB-based headset into the computer or laptop. USB hubs may not be configured properly for calling. Ensure the microphone isn’t blocked or muted. Turn up the input volume on the microphone ( Mac / PC) Run a test call to make sure the audio plays back properly: Test Call. Note: 3.5 mm and bluetooth headsets are not recommended for calling. Account owners can view all team members' lead routing email addresses on this page. When agents direct lead notification emails to their personal lead routing email address, the lead is automatically assigned to them. Each Follow Up Boss user has a unique Follow Up Boss Lead Email Address. When a lead notification is sent to this address from ...Filters and Features. + Add Deal: Add a deal directly from the deal tab. Export Report: Export the appointments report. Pipeline: Select the desired pipeline. Status: Select All Deals, Current Deals, or Archived. Source: Select the desired source. Users: Select the desired users. Note: Account owners can manage deal pipelines by going to Admin ...Follow Up Boss - Help Center. Communication. Texting. Becca Hancock. 3 months ago. Updated. Whether it's from the app or the desktop, texting in Follow Up Boss is simple and quick. When texting through Follow Up Boss, all texts are logged on the corresponding profile, making communication with people seamless as you have all information at your ...Calling, Texting, Emailing using Follow Up Boss. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] can see a list of all your API keys on the Admin > API screen, only the last 4 digits of the key are displayed for security.. You cannot see or copy a full API Key from this screen. If you need to copy your API Key (e.g. to connect a new integration), create a new API key by clicking Create API Key button above.. To make it easier to keep track of your API Keys, …Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. We guarantee Follow Up Boss will help you double your deals without doubling your marketing spend. Let us show you how. Overview. Follow Up Boss is simple real estate CRM software designed to support, and fuel the growth of ambitious real estate teams. With easy-to-use web and mobile apps, agents get more done, faster, and team leaders get more transparency into what's happening in their business. Key Benefits: * Gmail integration allows you to automatically ...
Follow Up Boss - Help Center. Reporting & Leaderboard. Reporting & Agent Activity. Becca Hancock. 8 months ago. Updated. Follow Up Boss reporting is beneficial for all team sizes to track activity, find areas to improve, and celebrate. Let's get started and dig into reporting metrics!iPhone App Instructions. Log in to Follow Up Boss App. In the upper left-hand corner, click the + symbol > New Contact. Add the contact's First Name, Last Name, Phone Number, Email, Stage, and Source ( one field must be completed to save the contact ) Select Save.How to incorporate scripts into your lead conversion strategy. Script #1: Seller valuation. Script #2: Inquiry on property. Script #3: Request for a listing agent. Script #4: Buyer nurture video close. Script #5: The wrap up.The solution for this issue is to authenticate your email by updating your DNS records using this step-by-step guide: Authenticate your Custom Domain to Improve Email Deliverability. If you can't authenticate your email, we will try to send marketing emails via your connected email address, however, for the best email deliverability, we ...Instagram:https://instagram. 888 276 5255como es la posicion del 69orampercent27s florist516 369 7197 Follow Up Boss Success Community on Facebook. Follow Up Boss Training Resources. Training: The Follow Up Boss 20-minute bootcamp. Conquer the First Call Like a Boss - Winning Inbound Buyer Leads [Webinar Recording] Diamonds in the Database Webinar. Follow Up Boss + Ylopo Best Practice Lists. Setting yourself up for success.Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] sensual lady vampire . kitzia suarezpublix cerca de mi ubicacion Creating Teams. 1. To create a team, go to Admin > Teams > +Add Team. 2. Add a Team Name > select Team Members > Save Changes . Team Leaders. The main purpose of using teams is so that you can designate one or more members of the team as a … arance marm.jpeg Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Follow Up Boss include features and integration. We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to Follow Up Boss, including kvCORE, BoomTown, IXACT Contact Real ...Creating Automations. While everyone on your team can view Automations, only account owners and admins can create automations. 1. Navigate to Automations. Go to Admin > Automations > Click + Add Automation in the upper right-hand corner. Name the automation in the upper left.Free trial, easy migration, unlimited support. START FREE TRIAL. See pricing. or give us a call: (855) 888-9769. We can help you double your team's deals without increasing your marketing spend. Let us show you how.