User Tools

Site Tools



This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
Next revision Both sides next revision
follow_up_boss [2017/06/29 20:54]
follow_up_boss [2019/02/11 21:11]
Line 1: Line 1:
 +=====Follow Up Boss=====
 +1. [[https://​​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://​
 +3. Click settings and insert your email address in the alternate
 +email address field.
 +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.
 +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 may want to still assign leads through Real Geeks, so that the property update emails from Real Geeks come from the assigned agent. ​
 +To do this you will login to the settings screen of each individual agent in Real Geeks and put in their email which you can get on the "​Users"​ screen in FUB Classic. Email 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 with your Real Geeks username and password ​
 +if you need any help.
follow_up_boss.txt ยท Last modified: 2020/05/28 21:03 by michaels