Use Action Plans to create follow up sequences that can be quickly applied to your leads. This includes sending drip email series, automatically creating follow up tasks, and/or interacting with other Action Plans.
Want to learn more? We’ve got all the information you need available in our knowledge base.
This feature gives you the power to automatically apply Action Plans to incoming leads using a variety of factors such as:
Apply plans based off a single factor, or practically any combination of the above!
Here’s a great article on how to get this setup for yourself!
Need something done at a specific time or have a special appointment time with a lead? Now, not only can you set a task date in Follow Up Boss, but you can also set the time.
Which leads us to our next feature…
That’s right, Google Calendar sync is here! See all of your tasks right on your Google Calendar.
Easily see who called, when, and the call outcome at a glance! Another way Follow Up Boss helps keep all records of contact in a single lead profile.
In May we added these to the list:
We also updated these:
This list is always expanding! See the 100+ lead providers we work with here.
So May brought a lot of features that make it even easier to manage and follow up your Real Estate leads! We’ll show you everything we’re rolling out in June next time!
Don’t forget to catch up with us over on Facebook!
