On the Billing page, you can click the "Cancel subscription" link: Select a reason, enter feedback and click "Leave Follow Up Boss" button. Next, you will see this screen: At this point, your subscription is cancelled and your credit card won't be automatically charged again. You can keep using Follow Up Boss until the end of your current ...Follow Up Boss has a feature stack with tools to automate lead generation and lead management, prospect nurturing, and reporting tools for users to track …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.Increase conversions and deliver a world-class client experience with Follow Up Boss calling. START FREE TRIAL. Next: Texting. or give us a call: (855) 888-9769. Get inbound calls to the right agents, and track every call automatically—the best real estate CRM with a full real estate phone system built-in.Contact our amazing support team! Email [email protected] or call (855) 622-5311. 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...Calendly. Calendly is a scheduling tool used by teams to provide agent availability on the go. This link can be provided to contacts to schedule a time that works for them while being convenient for agents. Every appointment scheduled through Calendly is added to the Follow Up Boss calendar.Facebook real estate ads: Break the ice with your followers. Instagram real estate ads: Make a visual connection with your leads. LinkedIn real estate ads: Use your real estate advertising to inform. Email real estate ads: Nurture lasting relationships. Video real estate advertising: When every frame sells. YouTube real estate ads: The channel ...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.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. …Follow Up Boss Review (2023 Edition) real estate software May 10, 2022. A proper follow-up process is a key to success in real estate. A well-thought-out process increases the likelihood of closing a deal and motivates prospects to offer referrals. Not long ago, follow-up in real estate was mainly a physical process.On the Billing page, you can click the "Cancel subscription" link: Select a reason, enter feedback and click "Leave Follow Up Boss" button. Next, you will see this screen: At this point, your subscription is cancelled and your credit card won't be automatically charged again. You can keep using Follow Up Boss until the end of your current ...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.Sep 8, 2023 · Follow Up Boss is simple sales software for real estate teams. We help you follow up faster, more often, and with the leads and clients most likely to convert into sales and revenue. Our clients range from solo agents through to some of the top performing teams in the country, as well as e-leads teams within larger brokerages. 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.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.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 ...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. 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. 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...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.Mar 3, 2023 · Enchant, LLC Attention: Legal 1603 Capitol Ave, Suite 310 A176 Cheyenne, WY 82001 USA Email: [email protected] Fax: 307-274-4116 Try Follow Up Boss Free For 14 Days START FREE TRIAL 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.With a modern real estate CRM you can easily set up automated drip emails to trigger automatically for new leads or even for keeping in touch with other people in your database like your SOI, referrals or past clients.. Benefit #4. Cut the back-and-forth with seamless team collaboration. Nothing’s worse than an endless team email chain when you’re …Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Smart iOS and Android apps give you instant new lead notifications, quick access to all the data in your real estate CRM and make it easy to stay in touch with your contacts and team. Tasks. If your Follow Up Boss account is connected to Google Apps or Gmail account, tasks with a date and time (excluding all-day events) in Follow Up Boss will appear in Google Calendar. Tasks without a time, e.g. action plan tasks, will not appear in Google Calendar. Synced tasks will include the contact's name, email address, and Follow Up ...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. Open the filter window, and then click "Add a filter." Type in "tags" to pull up the tags filter: 2. Choose how you'd like to filter for tags and then enter the tag (s) you'd like to apply to that filter. Note: You can create multiple tag filters, for example, if you want to create a list where you look for leads with tag Sphere but exclude ...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.Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] 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. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] Here’s a sum-up of the awesome benefits of using Twitter: It drives more traffic to your website. Keeps you active and up-to-date on local events and influencers. It has awesome analytics to help you target leads with better content. You can easily find and engage with leads by using advanced search and hashtags.The best way to get most leads into Follow Up Boss is to connect your email address and to turn on inbox lead processing (Google and Microsoft 365). With this enabled, we will search your inbox for new lead emails and automatically create those leads in Follow Up Boss. If you have a non-Google/Microsoft 365 email, you may be able to add your ... Increase conversions and deliver a world-class client experience with Follow Up Boss calling. START FREE TRIAL. Next: Texting. or give us a call: (855) 888-9769. Get inbound calls to the right agents, and track every call automatically—the best real estate CRM with a full real estate phone system built-in. 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.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 texts (including group texts), assign agents to ...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 pIn 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. …Moving Your Database. 1) Export your Contacts from Copper. 2) Export your Notes file from Copper. 3) Import your contacts & notes files by clicking on Admin > Import. 4) Select and upload your contact CSV file. The import tool will process the file and auto-map your columns to save you time. The columns can be edited as well. We would like to show you a description here but the site won’t allow us. 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.Follow Up Boss will be joining Zillow Group; the agreement to be acquired was announced on November 1, 2023 and closed on December 8, 2023. It feels like our entrepreneurial journey has come full-circle. Back in 2011, I met someone who was buying leads from Zillow and struggling to get his agents to convert them. 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 ...Need Help? Email us at [email protected] and we'll help you to get started or answer any question you might have. Follow Up Boss provides a simple REST API that allows developers to integrate their applications quickly. API is in active development...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.Follow Up Boss has a feature stack with tools to automate lead generation and lead management, prospect nurturing, and reporting tools for users to track …Webhooks post JSON to a specific URL every time an event listed below is triggered. Webhooks remove the need to poll for changes. When an event occurs--for example a person is assigned to a different agent, this event will be sent to your system as an HTTP POST to the webhook URL configured for the. Examples of what you might use …Admin Overview Follow Up Boss Onboarding & Training Getting Started with a Follow Up Boss Free Trial Getting Started: Owners & Admins Getting Started: Solo Agents & Two …Creating a New Relationship. 1) Go to the primary contact record for a person you wish to add a relationship to. 2) Click the + under Relationships to add a relationship, including name, email, phone, and relationship type > Save Relationship. 3) Once a new Relationship is saved you can also add address details to that Relationship.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.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.We would like to show you a description here but the site won’t allow us.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. 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 ... 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.REAL ESTATE TEAM OS. Don’t get locked into a CRM you’ll outgrow. Stay flexible with Follow Up Boss. START FREE TRIAL. 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.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 …Follow Up Boss - Help Center. Communication. Texting. Meghan Porter. 1 year ago. Updated. Need to reconnect with your past clients? Check out the templates below to edit or copy to your system. Note: When copy/pasting the text below into Follow Up Boss, replace the merge fields by using the Merge Field function.Sep 8, 2023 · Follow Up Boss is simple sales software for real estate teams. We help you follow up faster, more often, and with the leads and clients most likely to convert into sales and revenue. Our clients range from solo agents through to some of the top performing teams in the country, as well as e-leads teams within larger brokerages. As a solo agent, Geoff Goolsby is clear on his unique selling proposition: Helping clients win. What truly sets him apart is his process: working with clients to create a plan and offer guidance to deliver on the mission to win. Best of all, it’s front and center on his website and carries throughout his marketing. #2.Moving Your Database. 1) Export your Contacts from Copper. 2) Export your Notes file from Copper. 3) Import your contacts & notes files by clicking on Admin > Import. 4) Select and upload your contact CSV file. The import tool will process the file and auto-map your columns to save you time. The columns can be edited as well.Go to People > All People. Filter to the desired contacts. Check the box next to Name > Select All link in blue. Export (upward arrow icon) Check the box to export All Columns to export all contact information (optional). Note: If this box is not checked, only the exposed columns on the people page will be exported. Yes, Export People.We would like to show you a description here but the site won’t allow us.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 …Support channels. 1. Send us a message from within Follow Up Boss (through the question mark at the top-right). 2. Email us at [email protected]. 3. Call or text us at (855) 622-5311. If you reach out to us by phone and we are unable to answer at the time you called, please leave us your name, number and a message describing what you are ... 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.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!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).WebsiteBox : The $99 Do-It-All Website. Free trial. Easy migration. Unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. With WebsiteBox you can get a fully featured real estate website coupled with IDX / MLS Search and …We would like to show you a description here but the site won’t allow us. 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 pNeed Help? Email us at [email protected] and we'll help you to get started or answer any question you might have. Follow Up Boss provides a simple REST API that allows developers to integrate their applications quickly. API is in active development...Using Email Templates. To use an email template when you are replying or creating a new email to a contact via 1:1 email, you can simply click the Use a Template button, or at the beginning of a line, type '/template name' and you will be presented with a popover with a list of matching templates. You can also use email templates when sending ...Increase conversions and deliver a world-class client experience with Follow Up Boss calling. START FREE TRIAL. Next: Texting. or give us a call: (855) 888-9769. Get inbound calls to the right agents, and track every call automatically—the best real estate CRM with a full real estate phone system built-in. Go to People > All People. Filter to the desired contacts. Check the box next to Name > Select All link in blue. Export (upward arrow icon) Check the box to export All Columns to export all contact information (optional). Note: If this box is not checked, only the exposed columns on the people page will be exported. Yes, Export People.Facebook real estate ads: Break the ice with your followers. Instagram real estate ads: Make a visual connection with your leads. LinkedIn real estate ads: Use your real estate advertising to inform. Email real estate ads: Nurture lasting relationships. Video real estate advertising: When every frame sells. YouTube real estate ads: The channel ...Webhooks post JSON to a specific URL every time an event listed below is triggered. Webhooks remove the need to poll for changes. When an event occurs--for example a person is assigned to a different agent, this event will be sent to your system as an HTTP POST to the webhook URL configured for the. Examples of what you might use …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. Follow Up Boss - Help Center. Communication. Texting. Meghan Porter. 1 year ago. Updated. Need to reconnect with your past clients? Check out the templates below to edit or copy to your system. Note: When copy/pasting the text below into Follow Up Boss, replace the merge fields by using the Merge Field function.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.WebsiteBox : The $99 Do-It-All Website. Free trial. Easy migration. Unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. With WebsiteBox you can get a fully featured real estate website coupled with IDX / MLS Search and …The lead flow delay option can be accessed by navigating to your Lead Flow page in Follow Up Boss > Advanced Settings for a particular lead source > Set Delay. There are a few options you can choose from when …Navigate to Admin > Automations > + Add Automation > Select Calendar Date. Select the Custom Field which you created earlier (in this case "anniversary date") and choose the date you wish for the email to be sent (use is in 0 days to have the email sent on the day of the anniversary). Select the Action Plan created that includes the anniversary ...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...Using Email Templates. To use an email template when you are replying or creating a new email to a contact via 1:1 email, you can simply click the Use a Template button, or at the beginning of a line, type '/template name' and you will be presented with a popover with a list of matching templates. You can also use email templates when sending ...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)**.Calling, Texting, Emailing using Follow Up Boss. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] 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. Follow Up Boss is a platform that integrates with 250+ lead sources, applications and marketing systems to help you manage your leads, sales and marketing. You can choose the tools that suit your needs, swap them out easily and get a free trial for 14 days. 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 ...Followupboss.com
Creating a New Relationship. 1) Go to the primary contact record for a person you wish to add a relationship to. 2) Click the + under Relationships to add a relationship, including name, email, phone, and relationship type > Save Relationship. 3) Once a new Relationship is saved you can also add address details to that Relationship.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.Go to Admin > Team to add a user. Once you have a lender added, you can assign a lender to a lead under the lender field. You can also automatically assign lenders to incoming leads from any source. Go to Admin > Lead Flow and select a lender or lender group for each lead source. Assigning a lender to a lead. Assigning a lender to a lead flow.Tasks. If your Follow Up Boss account is connected to Google Apps or Gmail account, tasks with a date and time (excluding all-day events) in Follow Up Boss will appear in Google Calendar. Tasks without a time, e.g. action plan tasks, will not appear in Google Calendar. Synced tasks will include the contact's name, email address, and Follow Up ...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. Mar 3, 2023 · Enchant, LLC Attention: Legal 1603 Capitol Ave, Suite 310 A176 Cheyenne, WY 82001 USA Email: [email protected] Fax: 307-274-4116 Try Follow Up Boss Free For 14 Days START FREE TRIAL Moving Your Database. 1) Export your Contacts from Copper. 2) Export your Notes file from Copper. 3) Import your contacts & notes files by clicking on Admin > Import. 4) Select and upload your contact CSV file. The import tool will process the file and auto-map your columns to save you time. The columns can be edited as well.Email. When you get a new lead, there’s usually an email alert that the lead source sends to you with the lead’s information. With your email connected to Follow Up Boss and lead processing turned on, our system can see when you get a “new lead” email alert and use the information in that email to create a new contact lead automatically. Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Smart iOS and Android apps give you instant new lead notifications, quick access to all the data in your real estate CRM and make it easy to stay in touch with your contacts and team. Mass-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.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 ...February 22, 2023 22:13. Updated. Welcome to Follow Up Boss! This guide shows you the easiest way to get started with Follow Up Boss so you can save time + grow your …Follow Up Boss is a platform that integrates with 250+ lead sources, applications and marketing systems to help you manage your leads, sales and marketing. You can choose the tools that suit your needs, swap them out easily and get a free trial for 14 days. Control everything on the go. Put your entire team’s operating system in your pocket with FUB mobile apps for iOS and Android. Access detailed lead data and communication from anywhere. Stay organized and productive on the road. Get notified the second a new lead comes in. Make and receive calls, texts and emails. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] 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 …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, …1. Open the filter window, and then click "Add a filter." Type in "tags" to pull up the tags filter: 2. Choose how you'd like to filter for tags and then enter the tag (s) you'd like to apply to that filter. Note: You can create multiple tag filters, for example, if you want to create a list where you look for leads with tag Sphere but exclude ...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 ...Team Management. The Team screen gives you an overview of all users in your account. From left to right you can see: 1) User Name & Login Email. 2) User Role (E.g. Owner, Admin, Agent, or Lender) 3) Phone Number. 4) Connected Email. Orange indicates their email is not connected, and they need to follow these instructions from their login.I honestly don’t see how any other agent will be able to compare…”. 10. Shanté High — Broker, Ani Real Estate — Use a catchphrase. A great real estate bio will give the reader an idea of what it’s really like to work with you, and Shanté High nails it.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 texts (including group texts), assign agents to ... Go to Admin > Team to add a user. Once you have a lender added, you can assign a lender to a lead under the lender field. You can also automatically assign lenders to incoming leads from any source. Go to Admin > Lead Flow and select a lender or lender group for each lead source. Assigning a lender to a lead. Assigning a lender to a lead flow.Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] With a modern real estate CRM you can easily set up automated drip emails to trigger automatically for new leads or even for keeping in touch with other people in your database like your SOI, referrals or past clients.. Benefit #4. Cut the back-and-forth with seamless team collaboration. Nothing’s worse than an endless team email chain when you’re …Using Email Templates. To use an email template when you are replying or creating a new email to a contact via 1:1 email, you can simply click the Use a Template button, or at the beginning of a line, type '/template name' and you will be presented with a popover with a list of matching templates. You can also use email templates when sending ...Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. 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.Transparent reporting allows brokers to align their agents around key performance metrics. #3. Follow Up Boss is fun to use. Speed to lead, advanced lead tracking, and referral management aren't just buzzwords to us. They're the core criteria that separate the top-performing real estate teams from the rest.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 ... 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 answers. We aim to keep things simple, personal and easy for you!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 …Per userAdd dialer for $39/user. start free trial. Connect any lead source and website. Customize lead distribution. Organize leads with Smart Lists. Automate follow up with …Increase conversions and deliver a world-class client experience with Follow Up Boss calling. START FREE TRIAL. Next: Texting. or give us a call: (855) 888-9769. Get inbound calls to the right agents, and track every call automatically—the best real estate CRM with a full real estate phone system built-in.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 …Facebook real estate ads: Break the ice with your followers. Instagram real estate ads: Make a visual connection with your leads. LinkedIn real estate ads: Use your real estate advertising to inform. Email real estate ads: Nurture lasting relationships. Video real estate advertising: When every frame sells. YouTube real estate ads: The channel ...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. 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!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.Founder EZHomeSearch.com ACTION PLANS Try Follow Up Boss Free For 14 Days START FREE TRIAL or give us a call: (855) 888-9769 Our CRM platform is perfect for high-volume, high-scale teams with eight-figure goals, 1000+ leads a month and dozens of agents. Calling, Texting, Emailing using Follow Up Boss. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] 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.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 ... You can even let your team book appointments directly on your calendar and send appointment reminder texts to clients for you. Free trial. Easy migration. Unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. Sync your email, calendar, appointments, tasks, and pull in leads automatically to automate your follow up.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Smart iOS and Android apps give you instant new lead notifications, quick access to all the data in your real estate CRM and make it easy to stay in touch with your contacts and team. Control everything on the go. Put your entire team’s operating system in your pocket with FUB mobile apps for iOS and Android. Access detailed lead data and communication from anywhere. Stay organized and productive on the road. Get notified the second a new lead comes in. Make and receive calls, texts and emails. START FREE TRIAL. or give us a call: (855) 888-9769. Learn how top performing agents use Follow Up Boss to close more deals with this series of training videos. Setup. 1. In Follow Up Boss, go to Admin > Integrations > Follow Up Boss Pixel. 2. Click Copy Code or directly Email your web developer instructions. 3. Log in to your Wix website > go to Settings in your site's dashboard. 4. Click …9 months ago Updated Now that you've started a free trial, it's time to make the most of it! Below are some great resources to help get you acclimated with your account, as well as …With a modern real estate CRM you can easily set up automated drip emails to trigger automatically for new leads or even for keeping in touch with other people in your database like your SOI, referrals or past clients.. Benefit #4. Cut the back-and-forth with seamless team collaboration. Nothing’s worse than an endless team email chain when you’re …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. I honestly don’t see how any other agent will be able to compare…”. 10. Shanté High — Broker, Ani Real Estate — Use a catchphrase. A great real estate bio will give the reader an idea of what it’s really like to work with you, and Shanté High nails it.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 ... 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 People > All People. Filter to the desired contacts. Check the box next to Name > Select All link in blue. Export (upward arrow icon) Check the box to export All Columns to export all contact information (optional). Note: If this box is not checked, only the exposed columns on the people page will be exported. Yes, Export People.REAL ESTATE TEAM OS. Don’t get locked into a CRM you’ll outgrow. Stay flexible with Follow Up Boss. START FREE TRIAL. 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.Moving Your Database. 1) Export your Contacts from Copper. 2) Export your Notes file from Copper. 3) Import your contacts & notes files by clicking on Admin > Import. 4) Select and upload your contact CSV file. The import tool will process the file and auto-map your columns to save you time. The columns can be edited as well. 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 .... Salate delivery service in balingen engstlatt