Followupboss.com.

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!

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Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] ‍ 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.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 ...Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769.

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.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 ...

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 …

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 ... 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 ...Are paid leads really worth it? For the majority of up-and-coming real estate agents and teams, that's the $64K question. But if you get it wrong, it can cost you way more than that.. We think it's time to stop complaining about "bad leads" and start reaching new levels in your real estate business, beginning with a frank conversation on what it really takes to …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.

Maintain compliance and control. Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes. “We are based in Europe and the latest Data Protection Regulation forces us to look for service suppliers than comply with this regulation.

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Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] ‍ 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 ...Create a new email template. 📘. Merge Fields. Within templates, we need a way to insert contact data. In Follow Up Boss, these are called these Merge Fields. For more information, see Merge Fields. 🚧. Merge Field Support. Only …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 …Go to your Image in the upper right-hand corner > Integrations. On the upper right-hand side, the API key will appear > Copy the API Key. Log In to Follow Up Boss. Go to Admin > Integrations > BombBomb. Paste the BombBomb API Key into Follow Up Boss > Connect.

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. 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 ... 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 ...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 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.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 …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.

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 ...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. TRY FUB for free. or give us a call: (855) 888-9769. Dial faster with outbound calling built right into your real estate CRM.

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.Call Reporting. Connecting an agent to their calling performance will help reinforce positive work, spotlight opportunities, and polish workflows. Another huge benefit of our call reporting is the ability to drill down to individual calls to coach call skills, and now that's even easier. With these reports in your toolbox, you'll be able to ...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. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] ‍We would like to show you a description here but the site won’t allow us. 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 …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.If you are wanting to follow up with your A - Hot 1-3 Months, B - Warm 3-6 Months, C - Cold 6+ Months, and Past Client/ Sphere leads on a regular basis, you can easily Add Smart Lists by clicking on Manage Lists > Best Practice Lists > then Copy in lists 6, 7, 8 and 9. Copy the follow-up lists A - Hot, B - Warm, C - Cold, and PC/ Sphere.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 .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 is the leading CRM for fast-growing real estate teams. Our first line of code was written in 2011 after an interview with a real estate leader, who told us a story about how he couldn't even sit down to watch a movie with his kids because he had to stay on his phone, manually forwarding leads out to his agents. He became our very first customer. Today, we serve thousands of ...

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.

Roles in Follow Up Boss. Account Owner - View all leads, only user who can edit stages, custom fields, appointment types, and billing information. Admin - View all leads, create and edit action plans, automations, and lead routing rules. Team Lead (Platform Accounts) - View assigned or collaborated leads + leads assigned to team members.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.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 ... Call Reporting. Connecting an agent to their calling performance will help reinforce positive work, spotlight opportunities, and polish workflows. Another huge benefit of our call reporting is the ability to drill down to individual calls to coach call skills, and now that's even easier. With these reports in your toolbox, you'll be able to ...Filter by when the text occurred, track if no communication happened, or sort Old -> New or New -> Old. Texts Sent: Number of outgoing texts from any member of your team. Sort by the total number of outgoing texts, or track the number of texts your team has made to a certain lead (less than, more than, or a range).Roles in Follow Up Boss. Account Owner - View all leads, only user who can edit stages, custom fields, appointment types, and billing information. Admin - View all leads, create and edit action plans, automations, and lead routing rules. Team Lead (Platform Accounts) - View assigned or collaborated leads + leads assigned to team members.Join the club. Today, the cost of a real estate lead can vary greatly, ranging from $11.60 up to a whopping $1,200 per lead. The good news is cold calling and door knocking are no longer the default options for free lead gen. From digital real estate advertising to laser-targeted emails to clients, there are now more ways than ever to generate ... 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 …Try Follow Up Boss Free For 14 Days. START FREE TRIAL. 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. 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.

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. 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!Hier sollte eine Beschreibung angezeigt werden, diese Seite lässt dies jedoch nicht zu.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.Instagram:https://instagram. phpercent27s contest storyworksgentlemanpercent27s guruclosest casey 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. schrockpercent27s hilly acresor tools 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 … loi Select Create API Key. Name the API Key Showcase IDX > Create API Key. Press Copy. Log in to Showcase IDX. Go to Integrations > Follow Up Boss > Add. Enter the API Key. Name the Integration. Select the Integration Level (recommend Account) Select the events desired > Save.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.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.