Team Resources

Getting started resources

SETTING UP YOUR INBOX

It's important to make sure lead notifications show up in your Primary inbox. Here we run you through creating a filter so they appear in the right part of the inbox!


SYSTEMS OVERVIEW

This screen recording will get you acquainted with our CRM and our Lead Management software. It is very important you know how they work together to make the most out of your work days.

STARTING YOUR DAY

Here we run you through some key things to look at when starting your day in Follow Up Boss and overall running you through how to best understand your new leads.

CREATING A SEARCH

This video goes over adding a search to a lead that you have in Follow Up Boss. These home searches are the emails generated automatically for your leads.

ADDING NEW CONTACT

Here we run you through adding contacts you meet from external sources that aren't automatically entered into FUB (Follow Up Boss) and YL (Ylopo).

AUTOMATED MESSAGING

Leads that come in usually get automatically set up with a marketing plan (texts, emails etc.). Here we run you through making sure this is turned on.