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follow_up_boss [2017/06/29 20:53] brittany |
follow_up_boss [2019/09/18 13:22] benn [Multiple Users / Assignment from Real Geeks] |
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+ | =====Follow Up Boss===== | ||
+ | 1. [[https://help.followupboss.com/hc/en-us/articles/360015942594-Follow-Up-Boss-Lead-Routing-Email|Get your unique Follow Up Boss email address]] | ||
+ | |||
+ | 2. Login to your Real Geeks website at https://leads.realgeeks.com | ||
+ | |||
+ | 3. Click settings and insert your @followupboss.me email address in the alternate | ||
+ | email address field. | ||
+ | |||
+ | {{::fub1.jpg?800|}} | ||
+ | |||
+ | |||
+ | 4. Scroll down the settings page to notifications and in the alternate column tick "New Leads", "Seller Leads valuation inquiry", "Incoming text messages from leads", "Leads request a tour". Scroll down the page and click the "Save" button. | ||
+ | |||
+ | {{::fub2.jpg?600|}} | ||
+ | |||
+ | 5. Do a test registration on your Real Geeks website and then favorite a property | ||
+ | to check everything is flowing in smoothly. | ||
+ | |||
+ | ====Multiple Users / Assignment from Real Geeks==== | ||
+ | |||
+ | |||
+ | You can use lead assignment in Real Geeks before sending leads to each agent in Follow Up Boss. | ||
+ | |||
+ | To do this you will login to the settings screen of each individual agent in Real Geeks and put in their first.lastname@followupboss.me email which you can get on the "Users" screen in FUB Classic. Email support@followupboss.com if you need your FUB email address. | ||
+ | |||
+ | Make sure for each lead, only one email is sent to FUB. e.g. not one from the agents settings and one from the account owners settings. | ||
+ | |||
+ | Please note that only saved properties, registrations and returns to websites are logged in to Follow Up Boss. Property views, for example, do not sync over. | ||
+ | |||
+ | Email support@followupboss.com with your Real Geeks username and password | ||
+ | if you need any help. |