Getting your Home Value Leads account set up, but need to connect it to Follow Up Boss to have your leads all in one place? Having a good real estate CRM is important to being able to effectively follow up with leads. Luckily, connecting Follow Up Boss to Home Value Leads is as simple as putting in an email address. The first thing you need to do is log into your Follow Up Boss account. The process is slightly different if you want to assign your Home Value Leads to a team versus an individual.
Follow Up Boss Individual Assignment
In the top right corner, hover over your name to get the drop down menu, then scroll down to “Users” and click there.
This will bring you to your Follow Up Boss Users screen where you can find your LEAD Email, as seen below.
Just copy that email down. Scroll down to see where to put it in your Home Value Leads dashboard.
Follow Up Boss Team or Group Assignment
Have a team or group that you manage inside of Follow Up Boss? The process is pretty much the same, but the location is a bit different. First, hover over your name to bring down the drop down menu. This time, you are going to click on Groups.
You will now be on the Follow Up Boss Groups dashboard. Just copy and paste the LEAD EMAIL as indicated below.
Where To Put Your Lead Email in Home Value Leads
Let us know if you need any assistance with integrating your Home Value Leads account with Follow Up Boss.