Followupboss.com

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. Real estate scripts: The ultimate list. Leading with empathy for FSBO leads. Getting more out of circle prospecting. The hot market sales real estate script. Reaching out to recently expired listings. Warming up internet leads. Connecting with new leads from open houses. Leaving a voicemail message.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 pPlug a USB-based headset into the computer or laptop. USB hubs may not be configured properly for calling. Ensure the microphone isn’t blocked or muted. Turn up the input volume on the microphone ( Mac / PC) Run a test call to make sure the audio plays back properly: Test Call. Note: 3.5 mm and bluetooth headsets are not recommended for calling. 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.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 ...Account owners can view all team members' lead routing email addresses on this page. When agents direct lead notification emails to their personal lead routing email address, the lead is automatically assigned to them. Each Follow Up Boss user has a unique Follow Up Boss Lead Email Address. When a lead notification is sent to this address from ...The solution for this issue is to authenticate your email by updating your DNS records using this step-by-step guide: Authenticate your Custom Domain to Improve Email Deliverability. If you can't authenticate your email, we will try to send marketing emails via your connected email address, however, for the best email deliverability, we ...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!This page will help you get started with Follow Up Boss. You'll be up and running in a jiffy! Follow Up Boss provides a simple REST API that allows developers to integrate their applications quickly. API is in active development and will be extended to provide more functionality while keeping it backwards compatible. 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 ...Hier sollte eine Beschreibung angezeigt werden, diese Seite lässt dies jedoch nicht zu.Please note: Call Trust is in early release, so it's not yet available for all customers. Join the waitlist here.. Call Trust gives your team a foot in the door by branding your outgoing calls, showing clients your call is safe to answer, and establishing immediate trust.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. Click the Create A Key button > Name your key Follow Up Boss > Copy API Key. In Follow Up Boss, go to Admin > Integrations > Mailchimp. Click the Settings Tab at the top of the page. Paste the API Key from Mailchimp > Save API Key > Connect. Choose the Audience you want your Follow Up Boss leads to sync into. If you don't have an audience yet ...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.Nov 9, 2023 · For example, Plan 1 = $500 transaction fee, 100% commission to agent / Plan 2 = 70/30 split capped at $19,000 for self-generated business. Escalating model - Splits change based on production with an option for caps. For example, < $3 million gets a 75/25 split, $3-$4 million - 80/20, $4-5 million - 85/15, and so on. 1. Click on the lead's phone number. 2. Then you will receive a call from your Follow Up Boss number to your mobile phone (the number listed in your settings ). 3. Answer the call and make sure to say something. If the call is answered in silence, the call will be disconnected. 4. Then the call to the lead will begin.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. 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 ... This page will help you get started with Follow Up Boss. You'll be up and running in a jiffy! Follow Up Boss provides a simple REST API that allows developers to integrate their …Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] ‍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 calling about. The more detail you provide in the message, the better and faster we can respond. Calling, Texting, Emailing using Follow Up Boss. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] : 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 …Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. A short video series showing how the most productive agents in the business use Follow Up Boss daily to reduce data entry and focus on closing more deals.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 ...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)**.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...Mar 22, 2023 · Casey Tray and the team at Live Florida Realty offer unparalleled service. And they have the experience to back it up. On their About page, they don’t just say they offer an incredible real estate experience, they help prospects understand how they do that — by creating a team of agents who all work together to bring 50 years of experience to their clients. 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!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. FAQsThe dashboard provides key performance indicators and recent activity. You can find the dashboard by clicking on the Follow Up Boss icon in the top menu. The first three boxes include: New Leads count and Unactioned Leads count: Unactioned leads are leads without at least one outbound phone call, email, or text message attempt from the assigned ...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...Free trial, easy migration, unlimited support. START FREE TRIAL. See pricing. or give us a call: (855) 888-9769. We can help you double your team's deals without increasing your marketing spend. Let us show you how.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 ... We would like to show you a description here but the site won’t allow us. Please note: Call Trust is in early release, so it's not yet available for all customers. Join the waitlist here.. Call Trust gives your team a foot in the door by branding your outgoing calls, showing clients your call is safe to answer, and establishing immediate trust. 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 …2. Call them as soon as possible after their inquiry to increase your chances of having a conversation. 3. If they don't answer, send a quick video text to put a face with your name and tell them what you have to offer. Example: Hi …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 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 ...9 months ago Updated 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 …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. 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.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. A short video series showing how the most productive agents in the business use Follow Up Boss daily to reduce data entry and focus on closing more deals.9 months ago Updated 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 …Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. 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... Step One: Sync your new leads. 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 Follow Up Boss even faster and with more information for sources ...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...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. 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. 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 calling about. The more detail you provide in the message, the better and faster we can respond. Mar 22, 2023 · Casey Tray and the team at Live Florida Realty offer unparalleled service. And they have the experience to back it up. On their About page, they don’t just say they offer an incredible real estate experience, they help prospects understand how they do that — by creating a team of agents who all work together to bring 50 years of experience to their clients. 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. Follow Up Boss calling and texting are designed to be used as your direct business line. Call and text your leads exactly like you always do, you can even group text! It works just like when you text or call on your cell phone, except that you do it through the Follow Up Boss app and it's all logged and recorded for you.Account owners can view all team members' lead routing email addresses on this page. When agents direct lead notification emails to their personal lead routing email address, the lead is automatically assigned to them. Each Follow Up Boss user has a unique Follow Up Boss Lead Email Address. When a lead notification is sent to this address from ...Providing support to customers on a CRM is complex and costly, where working with us allows you to focus 100% on marketing and let us handle the CRM part. The companies that work with us get higher retention of their customers since we help them get better results with the leads they’re providing. The success of Follow Up Boss is directly ...Tip # 2. Add tabs for home listings, community events, and real estate tips and advice to your main real estate Facebook page so viewers can readily access those topics. Tip # 3. Invite past clients and your SOI, as well as the existing leads in your database, to follow and friend you. Tip #4.Please note: Call Trust is in early release, so it's not yet available for all customers. Join the waitlist here.. Call Trust gives your team a foot in the door by branding your outgoing calls, showing clients your call is safe to answer, and establishing immediate trust.Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Follow Up Boss include features and integration. We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to Follow Up Boss, including kvCORE, BoomTown, IXACT Contact Real ...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 ...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.Create a Follow Up Boss API Key by going to Admin > API. 2. Select Create API Key. 3. Name the API Key Active Pipe > Create API Key. 4. Press Copy. 5. Email the API Key to ActivePipe Support to set up the integration at [email protected] 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 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...Please note: Call Trust is in early release, so it's not yet available for all customers. Join the waitlist here.. Call Trust gives your team a foot in the door by branding your outgoing calls, showing clients your call is safe to answer, and establishing immediate trust.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 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 ... 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.2. Select Actions > Change Number to the right of the number. 3. Enter the Area Code (up to 6 digits) > Find Available Numbers. 4. Select the Desired Number > Change Number. 5. The old number will be released and appear on the phone numbers page for 30 day s before being permanently removed from the account.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.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...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. 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 …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 ...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.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.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... 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. FAQsMaintain 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.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.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 ... Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Nurture your real estate leads with less effort. Sync Follow Up Boss with your email provider and send drip, batch and 1:1 email. Automatic tracking shows you what's working and gives you a complete timeline of everything your leads see.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...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 …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).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... | Cjapasxkj (article) | Mpvucryd.