Followupboss

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 team leader.

For Account Owners: Wh en you sign up for Follow Up Boss, we perform an auto-import to pull in leads from the past 90 days from your email address. Once we've automatically imported those leads from the last 90 days, we'll then go out and import any conversations from the last 90 days related to those leads (To, From, CC, or BCC) from your email account. Go to Admin > Import and click the Import Your Contacts button. Choose your CSV file and click Open. Confirm Opt-In Consent > Yes, I Confirm. Select fields to map information in Follow Up Boss & click Save & Continue. Select Assigned Agent and Stage for import (if not specified in the file)*. Add Tags to import (optional)**.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 agent. Click on the number to view the leads on the people page.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.Inbox Overview. The Inbox is an intuitive way to track conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across the web and mobile devices. Your daily goal should be Inbox Zero, meaning all communications are actioned on each day (Delegate, Defer, Do Now, Delete).

Each user has a Lead Email Address ending in @followupboss.me. Additional Information . 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. Go to Admin > Lead Flow. Click + Add Lead Flow in the upper right-hand corner. Choose the Source you would like to connect. If you choose My Website, Facebook, Zapier, or a Custom API Integration you will be directed to a specific article to complete the integration. If you choose A Real Estate Lead Provider, continue the steps below. 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.Task Types. Use task types to identify which type of action your task requires. For example, use the "Call" task type to represent a task that requires a call to the contact. You can set the task type in the "Create task" or "Edit task" window. The default task type is "Follow Up," but clicking the task type drop-down menu will reveal the ... Follow Up Boss Dialer Overview. With the Follow Up Boss Dialer, you can call any lead with one click from the Follow Up Boss desktop or mobile app, or use a calling list to find your best leads and dial through them in a flash. Every call is automatically logged, you can add notes in seconds, and optional call recording lets you playback calls ... Team Leaders | Follow Up Boss. Don’t let tech hold you back. Make it a superpower. START FREE TRIAL. or give us a call: (855) 888-9769. Build your real estate team with tools to help you get organized, engage with your leads and coach your agents. More than a CRM, FUB is an operating system for teams.api.followupboss.com - API hostname, always the same. v1 - API version, currently v1 is the only version. people - resource name in plural, such as people, notes, etc. Open API Documentation . Our open API documentation can be found HERE. Examples. Looking for code examples?

To send a lead into Follow Up Boss use POST /events method. This will ensure that all appropriate automations are triggered in Follow Up Boss, for example the lead is assigned to the right agent and they are notified about it. Do not use /people endpoint to send new leads into Follow Up Boss, as it won't trigger automations in FUB, can cause ...Inbox Overview. The Inbox is an intuitive way to track conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across the web and mobile devices. Your daily goal should be Inbox Zero, meaning all communications are actioned on each day (Delegate, Defer, Do Now, Delete). Try Follow Up Boss Free For 14 Days. START FREE TRIAL. TRY FUB for free. or give us a call: (855) 888-9769. For growing real estate teams looking for a best in class sales CRM. 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.Video texts on the app have an attachment limit of 500 MB. 1. On the FUB app, open a Contact's Profile > click the purple Text Icon to the right of their number. 2. To the left of the message box, click the Image Icon. 3. Select Video Library to send a rerecorded video or select Record Video. 4.

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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 integrations than any other platform.Follow Up Boss. Forgot password? Remember me. Or. Will sign in as Change Microsoft account. 🔥 Checkout our recent improvements.Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] ‍By calling homeowners in a given area, you are “planting the seeds” of future business. You’re accomplishing several things through real estate circle prospecting. First, you’re asking for business right now. Second, you’re putting yourself on their radar if they want to buy or sell in the near future. And third, you’re building ... ‎Follow Up Boss is a real estate sales CRM that helps you automatically distribute and follow up on leads from over 200 different US and Canadian lead sources. The iPhone app gives you quick access to all your contacts, calendar, inboxes, and deals. The app also lets you make and receive calls and t…

Mar 22, 2024 · 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. Automatically process leads from Zillow, Realtor.com, Facebook and many more. The mobile app allows you quick access to your entire database, new leads, tasks, email templates, notes and ... Connecting the Zillow One Way Sync API Integration. Log in to Zillow Premier Agent. Click on your Image in the upper right-hand corner > Settings. Under General, click App Integrations. Click Link App under One Way Integrations (See this article for the Zillow Two Way Sync) Under Choose a Partner, select Follow Up Boss > Next. or give us a call: (855) 888-9769. Follow Up Boss is more than a CRM. We're the Real Estate Team OS. Learn about what an open, flexible sales platform can do for your business. Accordingly, negotiated pricing for their competitor’s services can be as low as $15 dollars per user. At a minimum, there should be an option for large team sizes to negotiate to somewhere between $15-20 per user. That would lock Follow Up Boss in as the “defacto” CRM for teams of 100-1500 in EVERY market.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. Get access to exclusive events, like our intimate Level Up masterminds and the thrilling FUBCON. Follow Up Boss is more than a real estate CRM. It's a flexible, open platform where top performers build thriving businesses. Get your contacts and team organized, engage with the right people at the right time, and have total visibility into your ... Inbox Overview. The Inbox is an intuitive way to track conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across the web and mobile devices. Your daily goal should be Inbox Zero, meaning all communications are actioned on each day (Delegate, Defer, Do Now, Delete).24. ForSaleByOwner.com. ForSaleByOwner.com offers a variety of helpful resources and live customer support for the self-sufficient home seller — a mission they’ve been working on since 1999. As the largest “by owner” real estate website, ForSaleByOwner.com offers a sleek platform to search FSBO properties. 25.Step 2. Collaborate with your team. Even the sharpest lead management tool is useless if the people on your team don’t use it. Before you do anything else, get every member of your real estate team set up on your system. At Follow Up Boss, we divide users into three core types: Admin, Agent and Lenders.

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Realty Ninja has an integration that captures registrations, form entries, showing requests, saved searches, and email subscriptions and sends them to Follow Up Boss. The integration syncs additional data such as lead activity, stage, and assigned agent. More information on this integration can be found here. api.followupboss.com - API hostname, always the same. v1 - API version, currently v1 is the only version. people - resource name in plural, such as people, notes, etc. Open API Documentation . Our open API documentation can be found HERE. Examples. Looking for code examples?Follow Up Boss - Help Center. Communication. Calling. Jeremy Smith. 8 months ago. Updated. The call logs view allows agents and admins a fast way to search inbound and outbound calls to contacts during the filtered timeframe. Calls are listed from newest to oldest. Note: Admin users have the ability to filter to everyone, a single user, or a ...Overview. Follow Up Boss provides a simple REST API that allows developers to integrate their applications quickly. API is in active development and will be …Hiya (on behalf of AT&T): 24 hours. TNS (on behalf of Verizon): 24 hours. First Orion (on behalf of T-mobile, Sprint, Cell1): 30 days. As each carrier updates its records to clear the “Spam Likely” flag from your number, their customers will stop seeing that alert. It’s very important to note that a number can be flagged as “Spam/Scam ... MOBILE APPS FOR REAL ESTATE. Follow up fast, no matter where you are. Start free trial. Smart iOS and Android Apps put your entire CRM in your pocket. Make, receive and track calls and texts. Inboxes for different teams or locations. Access detailed lead data. Capture notes & collaborate with your team. Track lead sources and marketing. 24. ForSaleByOwner.com. ForSaleByOwner.com offers a variety of helpful resources and live customer support for the self-sufficient home seller — a mission they’ve been working on since 1999. As the largest “by owner” real estate website, ForSaleByOwner.com offers a sleek platform to search FSBO properties. 25.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Follow Up Boss is an alternative to Contactually that support a wide range of different lead sources and makes it easy to collaborate with your team.Simply email us at [email protected] and we'll help you to get started or answer any question you might have. Updated about 1 month ago. Identification. This page will help you get started with Follow Up Boss. You'll be up and running in a jiffy!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.

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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. If you want to get all of the power out of Follow Up Boss, try calling. It is a game-changer.Other important factors to consider when researching alternatives to Follow Up Boss include features and communication. We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to Follow Up Boss, including kvCORE, BoomTown, Lofty, and IXACT Contact Real Estate CRM.Other important factors to consider when researching alternatives to Follow Up Boss include features and communication. We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to Follow Up Boss, including kvCORE, BoomTown, Lofty, and IXACT Contact Real Estate CRM. Click the + Action Plan button in the upper right-hand corner. 3. Add Folder (optional) 4. Name the action plan. 5. Check Automatically pause this action plan when the lead responds (optional) Checking this option is recommended to prevent sending contacts automated emails/follow-ups after they have responded. Make it easy for agents to review a lead’s conversation history and pick up right where you left off. Free trial. Easy migration. Unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. Our Google Workspace integration allows teams and brokerages to connect their work emails and calendar to Follow Up Boss.Follow Up Boss - Help Center. Communication. Emailing. Domain Authentication and DNS Records. Authenticate your Custom Domain to Improve Email Deliverability. How to Find your Email DNS Host. How to Update DNS Records on WordPress. How to Update DNS Records on Microsoft 365. How to Update DNS Records on IONOS. Go to Admin > Lead Flow. Click + Add Lead Flow in the upper right-hand corner. Choose the Source you would like to connect. If you choose My Website, Facebook, Zapier, or a Custom API Integration you will be directed to a specific article to complete the integration. If you choose A Real Estate Lead Provider, continue the steps below. 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 … ….

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 integrations than any other platform.MLS Property Update Emails. Some MLS systems allow you to have their property alert emails sent to both the contact and the agent, if these are on the same email they will sync to Follow Up Boss, like other email communication with the contact. If these are separate emails they will not sync to Follow Up Boss. Note: Most MLS systems do not send ...Nous voudrions effectuer une description ici mais le site que vous consultez ne nous en laisse pas la possibilité.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Follow Up Boss turns agents into top producers and teams into powerhouses. See how everyone from solo agents to the #1 team in the US gets results from the best real estate CRM on the market. Go to Admin > Integrations and click on Follow Up Boss Pixel Settings. Install Pixel Tracking Code On Your Website ( click the link for full instructions) To get more leads to call and text you, Enable The Pixel Call to Action (CTA) Popup from the pixel settings page in Follow Up Boss. Calls and texts will go straight to your Team Inbox or to ... Follow Up Boss Dialer Overview. With the Follow Up Boss Dialer, you can call any lead with one click from the Follow Up Boss desktop or mobile app, or use a calling list to find your best leads and dial through them in a flash. Every call is automatically logged, you can add notes in seconds, and optional call recording lets you playback calls ...Follow Up Boss is a robust customer relationship management (CRM) tool designed specifically for real estate professionals. There are tons of CRMs out in the wild, with …Mar 22, 2024 · 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. Automatically process leads from Zillow, Realtor.com, Facebook and many more. The mobile app allows you quick access to your entire database, new leads, tasks, email templates, notes and ... Followupboss, [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1]