Core Account Setup for Admins

The most important step in starting to increase your conversations is to make sure that your leads are all flowing into one central spot.

Now that your distribution rules are set, you can invite your team into the system to start routing leads to them and having the system follow up on their behalf.

Now that your leads are flowing into your Follow Up Boss account automatically, you can set up ‘Action Plans’ and ‘Lead Flow’ to automate repetitive processes and ensure every lead is getting followed up with.

Smart Lists are the secret weapon of highly efficient teams, as they dramatically reduce clicks and eliminate the risk of leads and clients falling through the cracks.

Holding your team accountable is the ‘simple, but not easy’ part of running a productive real estate team. I have personally seen it triple lead conversion rates for a large team in a matter of weeks.

Centralizing your entire database into one system is crucial to maximizing results across your entire sales process, from new leads to repeats and referrals.