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. Alternative Setup. Have the provider send lead notification emails to your @followupboss.me Lead Email Address . Note: Auto Forwarding Rules can be created in Gmail to automatically forward new lead notifications to your Follow Up Boss lead routing email address if the lead source doesn't have an option to add an additional email for lead ... 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!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.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.Agent CRM Experience | Follow Up Boss. FUB grows agent commissions. Try it free for 14 days. START FREE TRIAL. or give us a call: (855) 888-9769. FUB gives agents the best real estate CRM on the market, so their daily work is faster and more productive.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.Try Full Interactive Demo. Instantly make your Follow Up Boss account 82% more effective with Likely.AI's AI-powered predictions, data enrichment, and 24/7 monitoring. Elevate your lead management and conversion rates with cutting-edge AI technology seamlessly integrated with Follow Up Boss. Learn more today!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 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… Juggling tasks and appointments across multiple different systems is a recipe for important things falling through the cracks. With our integrated calendar feature you can easily set and manage everything in one central spot. Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769.Feb 28, 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 customers. 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). 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 ... Try Follow Up Boss Free For 14 Days. Try FUB for free, no credit card needed. Join the OS that real estate teams love, and we’ll make sure it’s the easiest move you’ll ever make. START FREE TRIAL. or give us a call: (855) 888-9769. Get answers to the most common questions about Follow Up Boss, the Real Estate Team Operating system.Testing & Setting Up Lead Flow. 1. Click Open in New Tab > Complete the Form > Submit. 2. Navigate to Follow Up Boss, go to Admin > Lead Flow to view the new lead source. 3. Use the dropdown menus to select the desired Distribution, Lender, and/or Action Plan for this source.Note: If you want this feature disabled on your account, reach out to [email protected]. Deleting Emails. Admin users can delete emails from the contact timeline by going to the contact's profile > clicking the three horizontal dots to the upper right-hand corner of the email > Delete. FAQs 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… Follow Up Boss Pro is a CRM platform that helps real estate teams grow their sales and manage their leads, calls, texts and appointments. Schedule a demo to see …Create Custom Fields for Deals. To set up or view your custom fields, log in as the account owner and go to Deals > Settings (Gear Icon). To create a new custom field, choose Add Custom Field. From there you will choose the name, field type, and whether the field is Hide If Empty or Read-Only. 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. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] Log In. Reset Password. flexmls.com offers an MLS system and MLS software for the multiple listing service and real estate professionals. or give us a call: (855) 888-9769. Register for a free training webinar and learn how you can get started with Follow Up Boss. Our experts provide daily training sessions to ensure your experience with Follow Up Boss is stress-free. 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.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.Compare LionDesk to Follow Up Boss. We help real estate agents be more productive and close more deals. You can spend much less with LionDesk and get all the CRM features you need plus a suite of sales productivity and transaction management tools. Try LionDesk for Free. Alternative Setup. Have the provider send lead notification emails to your @followupboss.me Lead Email Address . Note: Auto Forwarding Rules can be created in Gmail to automatically forward new lead notifications to your Follow Up Boss lead routing email address if the lead source doesn't have an option to add an additional email for lead ... Note: If you want this feature disabled on your account, reach out to [email protected]. Deleting Emails. Admin users can delete emails from the contact timeline by going to the contact's profile > clicking the three horizontal dots to the upper right-hand corner of the email > Delete. FAQsThis Webinar Covers. Basics of staying organized in Follow Up Boss. Best practices for tracking lead follow-ups. Best daily workflow. Tons of tips and tricks for getting off to a great start! 👉 If you'd like a personalized plan for getting started, take this 2-minute survey. When you do, we'll send you the best next steps based on your ...Testing & Setting Up Lead Flow. 1. Click Open in New Tab > Complete the Form > Submit. 2. Navigate to Follow Up Boss, go to Admin > Lead Flow to view the new lead source. 3. Use the dropdown menus to select the desired Distribution, Lender, and/or Action Plan for this source.The Best Mortgage CRM of 2024. Salesforce: Best for automating the lending lifecycle. Oracle NetSuite CRM: Best for integrating with enterprise resource planning (ERP) software. Creatio: Best for ...Stop leaving money on the table, stop ignoring your internet leads, stop making excuses about why you can't, start running your real estate business like a B... 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. 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.Followupboss.com has smart lists for that purpose. Smart lists are quick reference lists or filters that let users automatically organize leads for seamless retrieval. Users can segment leads into smart lists based on details such as first name, address, email, phone, stage, or even lead sources such as IDX websites .We would like to show you a description here but the site won’t allow us.When canceling, the system will default to canceling the subscription at the end of the payment period. If you prefer to cancel immediately, select cancel account immediately on the billing page after canceling. Owners can manage their …Follow Up Boss is a software company that provides a flexible, open platform for real estate teams to organize, engage and grow their businesses. See their …Testing & Setting Up Lead Flow. 1. Click Open in New Tab > Complete the Form > Submit. 2. Navigate to Follow Up Boss, go to Admin > Lead Flow to view the new lead source. 3. Use the dropdown menus to select the desired Distribution, Lender, and/or Action Plan for this source.Follow Up Boss on the App Store. This app is available only on the App Store for iPhone. Follow Up Boss 4+. Where real estate teams work. Enchant LLC. 4.4 • 309 Ratings. Free. iPhone Screenshots. … 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. 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. START FREE TRIAL. or give us a call: (855) 888-9769. Make your transition to Follow Up Boss as seamless as possible. Learn about our resources, training, and support to help you level up your business and team.Go to followupboss.com > Login. 2. Select Forgot Password. 3. Enter your Login Email > Send Instructions ...Download the Follow Up Boss app from the Google Play Store. Once the app is downloaded, we recommend turning on automatic updates for the app to ensure that you get the latest feature updates and bug fixes. Note: The app needs version 9+ of Android (Pie or newer). For our new Android Caller ID feature, you must have Android 10 or newer.Follow Up Boss Onboarding & Training. No matter what type of onboarding and training suits you best, we have an option for you! You can choose to explore our …In case you haven’t noticed, real estate newsletters are big these days. In fact, the volume of newsletters has tripled since the beginning of the pandemic, making newsletters the most frequently utilized of all marketing tactics with 81% of marketers using them, according to Litmus’s 2021 State of Email Report.. That staggering statistic should give every real …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.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. 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. How to Connect Your Microsoft 365 Email. 1. Click your initials or photo icon at the top-right of FUB, and choose My Settings. 2. Click on Sign in with Microsoft. 3. Pick an account to sign in with, or click Other Account to sign in: 4. Accept the permissions that appear after choosing the account/logging in.Custom Stages. As the Account Owner, you can edit stages by navigating to the Admin > Stages screen. On this screen you can rename and reorder stages. You can also add new stages or delete stages you no longer need. If you want to reorder the stages, drag a stage using the grip icon to the left of the stage and drop it somewhere else in the list:or give us a call: (855) 888-9769. Register for a free training webinar and learn how you can get started with Follow Up Boss. Our experts provide daily training sessions to ensure your experience with Follow Up Boss is stress-free.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 ... 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 …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. Download the Follow Up Boss a pp HERE. Log in to the app. Click your Initials/Image in the upper left-hand corner. Turn On Push Notifications. Enable Caller ID. Enable Calling (if you have the calling add-on) Enable Always Text in App (if you want all texts from the app to be sent from your Follow Up Boss Number) Follow Up Boss is a CRM platform that helps real estate teams manage their leads, actions, and communication. It is trusted by large teams such as RE/MAX, KW, and EZHomeSearch.com, and offers a free trial for 14 days. Visit our website for a list of the top CRM options on the market today: https://technologyadvice.com/crm/?utm_source=youtube.com&utm_medium=description&utm_...Follow Up Boss Numbers. To have all of your business phone communication in one place, we provide a phone number that is separate from your cell phone number. (Carriers don’t allow other services to sync with mobile numbers.) While this is a new number, most agents find that adopting this number for their business is 100% worth it because it ... Stop leaving money on the table, stop ignoring your internet leads, stop making excuses about why you can't, start running your real estate business like a B... 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! 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 . 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. Agent CRM Experience | Follow Up Boss. FUB grows agent commissions. Try it free for 14 days. START FREE TRIAL. or give us a call: (855) 888-9769. FUB gives agents the best real estate CRM on the market, so their daily work is faster and more productive. 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. 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. 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.1. In Gmail, click "Manage this domain" in the settings menu, this will take you to the Admin console. 2. In the Admin console, click "Apps". 3. Click "Google Apps". 4. Find Gmail in the list, and make sure that it is set to "ON for everyone", use the three dots on the right to change this setting if needed.Drip & Mass Texting Integrations. 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 ...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)**.Feb 28, 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 customers. 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. How to Connect Your Microsoft 365 Email. 1. Click your initials or photo icon at the top-right of FUB, and choose My Settings. 2. Click on Sign in with Microsoft. 3. Pick an account to sign in with, or click Other Account to sign in: 4. Accept the permissions that appear after choosing the account/logging in.Click the button that says “Connect Follow Up Boss”. A pop up will appear asking for your Follow Up Boss API Key and company name. Let’s go find your API Key in Follow Up Boss. Log into Follow Up Boss and click Admin, then More, and then API. Click the “Copy” button next to your API Key. Go back to your tab with API Nation and paste ...Followupboss.com has smart lists for that purpose. Smart lists are quick reference lists or filters that let users automatically organize leads for seamless retrieval. Users can segment leads into smart lists based on details such as first name, address, email, phone, stage, or even lead sources such as IDX websites .Magically sort 100,000+ leads in a click. And find the buyers and sellers you need now. Customize Smart Lists in Follow Up Boss to clean up your contacts. Set up a “New Leads” Smart List, into which any lead created less than 7 days ago is filtered. Set up a “High Value” Smart List for leads searching over $1M.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.Website: followupboss.com. Enhance your experience with the desktop app for Follow Up Boss on WebCatalog Desktop for Mac, Windows, Linux. Run apps in distraction-free windows with many enhancements. Manage and switch between multiple accounts and apps easily without switching browsers. Stop sending your marketing dollars into a black …Compare LionDesk to Follow Up Boss. We help real estate agents be more productive and close more deals. You can spend much less with LionDesk and get all the CRM features you need plus a suite of sales productivity and transaction management tools. Try LionDesk for Free.
Follow Up Boss - Help Center. Getting Started for Admins. Admin Overview. Follow Up Boss Onboarding & Training. Getting Started with a Follow Up Boss Free …. Terranea resort a destination hotel
Custom Stages. As the Account Owner, you can edit stages by navigating to the Admin > Stages screen. On this screen you can rename and reorder stages. You can also add new stages or delete stages you no longer need. If you want to reorder the stages, drag a stage using the grip icon to the left of the stage and drop it somewhere else in the list: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.In case you haven’t noticed, real estate newsletters are big these days. In fact, the volume of newsletters has tripled since the beginning of the pandemic, making newsletters the most frequently utilized of all marketing tactics with 81% of marketers using them, according to Litmus’s 2021 State of Email Report.. That staggering statistic should give every real …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.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.or give us a call: (855) 888-9769. Register for a free training webinar and learn how you can get started with Follow Up Boss. Our experts provide daily training sessions to ensure your experience with Follow Up Boss is stress-free. 4. Automate your follow-up. Use Smart Lists to find the people you need to follow up with and when. Assign Action Plans to each Lead Source to instantly text and email your new leads. 5. Set up your daily workflow. Learn how to start your day with Follow Up Boss. Have Follow Up Boss in your pocket. Do you work at Follow Up Boss? Upgrade your plan to update branding and connect with profile visitors! Product Information. Reviews. Pricing. Features. Top Rated Follow Up …Juggling tasks and appointments across multiple different systems is a recipe for important things falling through the cracks. With our integrated calendar feature you can easily set and manage everything in one central spot. Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769.Step One: Sync your new leads. Connect your Google email so we can sync your client emails. Enable inbox lead processing - Turning this on allows us to automatically add new leads from your email inbox to Follow Up Boss (from supported lead sources) You can also set up direct lead source and IDX integrations to get some of your leads into ...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 …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.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 ...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.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.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 ..