What is the use of Follow Up Boss?
Follow Up Boss is an automated system that doesn’t rely on manual data entry. It allows you to send in leads from your existing marketing and websites via email. You can still enter a lead manually if they call in. Our user-friendly CRM then distributes leads via an instant phone call or email.
How do I organize my Follow Up Boss?
For the leads in your follow-up boss account it’s kind of the backbone that like all of the other pieces like really look for so like your smart list or sending batch emails or setting up automations.
Where is Follow Up Boss located?
Cheyenne, Wyoming
Where is Follow Up Boss ‘s headquarters? Follow Up Boss is located in Cheyenne, Wyoming, United States .
How do you send a follow up email to a boss?
How to Share Your Emails
- Click your Image or Initials in the upper right-hand corner of Follow Up Boss.
- Select My Settings.
- Connect your Email to Follow Up Boss (if needed).
- Check Share your emails with your team > Save.
How do I add lead to my Follow Up Boss?
1. Open a contact profile and click the edit icon or the name of the current source. 2. Scroll to the bottom of the list and choose New Lead Source.
Does Follow Up Boss have a dialer?
A Follow Up Boss dialer is a dedicated number assigned to one user for calling and texting via Follow Up Boss. You can use it to text, receive inbound calls, and make outbound calls.
How do I add lead to my follow up boss?
How do I add a task to my follow up boss?
How to Add a Follow Up Task. You can quickly add Follow Up Tasks by clicking the Lightning Icon towards the top-right of the person’s task box on their profile. The task will be assigned to the current user who is creating the task and there are predetermined times for the follow-up already available.
When was follow up Boss founded?
2011
Since 2011, Follow Up Boss has served thousands of brokers, team leaders and solo agents managing real estate sales.
What is a CRM in real estate?
A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with both leads and clients. CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year.
How do you write a follow up email politely?
Polite follow-up email sample
Subject line: Be great to hear from you… Dear Ryan, I’m just following up on an email I previously sent to you. I understand that you are busy, but I would appreciate it if you could review the email and respond to me as soon as you can.
How do you send a batch email in follow up boss?
How to Send a Batch Email
- Filter down your list to the segment you want to target.
- Compose the email you wish to send.
- Choose to include all email addresses. (
- Choose to send from yourself or the assigned agent. (
- Preview your email to see how different merge fields are applied for different people.
What are smart lists in follow up boss?
Smart lists are saved filters, designed to automatically find the people who match those filters. Think of them as saved searches of your database. You can find your smart lists on the People tab of your account and People section of the app on your phone.
What does sphere mean on follow up boss?
Someone in your sphere of influence. This is a good stage to use for people you want to stay in touch with, but who aren’t currently in the market. Unresponsive. Someone who has stopped responding to you, but you want to continue working with.
Can you send a mass text on Follow Up Boss?
Can I send mass texts? We currently don’t offer mass texting in Follow Up Boss because this is a form of marketing that requires an opt in from your clients. Most, if not all of your leads in FUB, have not opted in for mass text communication. We recommend calling or texting your hot leads and focusing on those first.
Is Mojo a CRM?
Mojo Dialer is a popular power dialer and all-in-one CRM used by real estate and home services professionals. Mojo Dialer includes numerous templated workflows for different sales call tasks, such as nurturing warm leads, while allowing you to auto-dial up to three-hundred calls per hour.
How do you delete a follow up Boss contact?
To delete a contact, scroll all the way down on the left side of the contact record and choose “Delete”: Please note, only admin users have permission to delete contacts.
What are action plans in follow up boss?
With Follow Up Boss Action Plans, you can automatically send an initial text autoresponder, trigger drip emails, assign tasks, and so much more. These are all of the things you can do with an action plan: Send a text autoresponder. Send drip emails.
What is a follow up task?
Follow-up tasks are tasks that must be performed after the completion of a specific task in the Supplier Qualification process. Follow-up tasks are created and assigned according to the workflow.
Who is the CEO of follow up boss?
Dan Corkill
Dan Corkill, CEO at Follow Up Boss – A 10 Year Plan That Will Help Put the Customer At The Front of Your Business.
How do you send a mass text on a follow up boss?
Navigate to the person screen and tap “Text all” below the lead’s numbers or tap the chat bubble icon to the right of the number you want to text. More participants can be added once the text screen loads.
What is responsibility of CRM?
A customer relationship manager is typically responsible for customer relationships after the sale or service process is complete, and they continue to work with customers to keep them up to date on products and services to maintain that relationship.
Why is CRM important in real estate?
Real estate CRM systems can track copious amounts of data and business and advertising metrics while keeping everything organized and easy to use. By using a CRM, agents can stay organized, find properties and attract and communicate with prospective, current, and past clients.
How do you say follow up professionally?
1. Be Direct
- “I’m following up on the below” or “Following up on this [request/question/assignment]”
- “I’m circling back on the below” or “Circling back on this [request/question/assignment]”
- “I’m checking in on the below” or “Checking in on this [request/question/assignment]”
How do you follow up professionally?
Here are some key things to keep in mind when you reach out to someone for the second (or third, or fourth) time.
- Have a compelling subject line.
- Be mindful of your tone.
- Keep it short and use simple language.
- Make a clear ask.
- Give them an out.
- Be judiciously persistent.