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--- follow_up_boss [2017/06/29 20:54]
brittany
+++ follow_up_boss [2020/05/28 21:03]
michaels
@@ Line 1: / Line 1: @@
+#redirect https://support.realgeeks.com/hc/en-us/articles/360043722033
+=====Follow Up Boss=====
+. [[https://help.followupboss.com/hc/en-us/articles/360015942594-Follow-Up-Boss-Lead-Routing-Email|Get your unique Follow Up Boss email address]]
+. Login to your Real Geeks website at https://leads.realgeeks.com
+. Click settings and insert your @followupboss.me email address in the alternate
+email address field.
+{{::fub1.jpg?800|}}
+. 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|}}
+. 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.

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