Contents
How to Add a Team Member
How to Add Phone Numbers or Calling Add-On
How to Assign Batch/Multiple Leads
Addendum
New Agent Onboarding | Agent Account Platform
Roles in Follow Up Boss
Security & Privacy Instructions
How to Remove a User and Reassign Leads
How to Add an Email Sync
How to Assign a Specific Lead
How to Reclaim the Phone Number
How to Manually Assign a Lead to an Agent
How to Assign Leads to an Agent in Bulk Using SmartList
How to Log-in into the FUB (New Agent)
New Agent Onboarding | Follow Up Boss Basics
How to Assign Leads in Bulk
SHow to Set Up and Use the Pond
How to Find Lead's Information in FUB
How to Create a Smart List
How to Locate the Assigned Leads
How to Add Tags
How To Use Filters - Tags
How to Use Filters - Stages
How to Listen to a Call Log
How to Send a Text Message
How to Make a Phone Call
How to Check Last Communication
How to Pause rAIya
How to Add Notes After Each Call
How to Send an Email
Part One: 12-min Follow Up Boss Overview
Part Four: More Coaching and Training
Follow Up Boss Getting Started
Part Two: Getting Started Steps
Part Three: Best Practice Recipes
Follow Up Boss Basics
Find Lead's Information
Adding Notes After Each Call
How to Use Filters - Stages
Creating a SmartList
How to Check Last Communication
How to Use Filters - Tags
How to Listen to a Call Log
Assigning Leads in Bulk/Mass Action
Locate the Assigned Leads using SmartList
How to Log-in into the FUB (New Agent)
Manually Assign a Lead to an Agent
Barry Jenkin’s System
Numbering your Smartlist
Handling Hand-Raisers
Agent’s Usage
Audit Action Plan
Filtering your List
Past Client Communication
Setting up Rules
Changing the Stages
How to Prioritize your list?
Coaching Agents
Establishing Lists
Follow Up Boss Stages
Categorizing Leads
Adding a New Stage
Editing the Stages
Adding a Stage to Specific Lead
Arranging the Stages
Deleting and Merging Stages
Adding Stages in Mass Action
Viewing the Stages
Editing a Stage to Specific Lead
Follow Up Boss Sorting
Sorting Using a Filter
Follow Up Boss Smart Lists
Adding and Moving a Column
Smartlist: Raiya Replies
Numbering your Smartlist
Smartlist: New
Smartlist: Leads Active
How to Create a Smart List
Smartlist: Important
Smartlist: Nurture Active
Follow Up Boss Importing Data
Importing Data
Follow Up Boss Tags
Adding Tags in Specific Lead
Follow Up Boss Batch Emails
Batch Emails with Bomb Bomb Video
Sending Batch Emails
Batch Emails with an Image and link
Follow Up Boss Action Plans
Creating an Action Plan
Action Plans Overview
Edit an Action Plan
Pause an Automation in Action Plan
Create an Emails Action Plans
Follow Up Boss Automations
Automations
Automations Overview
Pause an Automation in Action Plan
Share your Automations
Follow Up Boss Updates
Detailed Lead History with Change Log
Follow Up Boss Ponds
How to Create a Pond?
Viewing Ponds
Manually assigning multiple leads to a Pond
How to Edit a Pond
Automatically assigning leads to a Pond
What happens when leads are moved to a pond
How it Works
How to Delete a Pond
Manually assigning individual leads to a Pond
Santa Barbara MLS
Hot Sheets Gadget
Log-in into SB MLS
Searching Hot Sheets
Adding Contacts
Creating Map Overlays
Map Tools Usage
Exporting Contacts
Adding a Hot Sheets Gadget
Using Map Overlays
Expiring Listings Notification
Daily Hot Sheets Alert
Editing Contacts
Adding a Listing
Creating a CMA
New FlexMLS Feature
California Regional MLS
Adding a Listing
Log in to the CRMLS - Matrix
Create a CMA
Accessing your Saved CMAs
Search a Listing
California Desert Association of Realtors MLS
New Member Flex Training
Log-in into CDAR MLS
Hot Sheets Gadget
Adding Contacts
Creating Map Overlays
Map Tools Usage
Expiring Listings Notification
Exporting Contacts
Adding a Hot Sheets Gadget
Using Map Overlays
Useful Map Tools
Residential Listing Agreement
Daily Hot Sheets Alert
Searching Hot Sheets
Editing Contacts
Adding a Listing
Changing the Status of a Listing
NAR Settlement Rules for the MLS
Santa Ynez Valley MLS
Expiring Listings Notification
Log in to SYV MLS
Log-in into DocuSign
Adding Signers and Fields
Completing Signing Process
Saving an Envelope as a Template
DocuSign
Sending Documents for Signature
Signing Documents
Uploading Documents for Signature
Creating a Template
Monitoring Document Status
Copying a Template
July 2024 Forms Update # 8
Adding a Template
Creating a Placeholder
Creating a Checklist
Lone Wolf - CAR
Creating a Template
Adding Form in Lone Wolf - CAR
Creating a New Transaction
Creating a Folder
Adding a Document
Creating a Task
Get to know Lone Wolf Transactions
New and Improved Authentisign
zipForm Advanced Tools
Lone Wolf - Zip Form
Digital Signatures
Advanced Features of Lone Wolf
Creating Templates
zipTips
zipForm Basics
zipForm Support Page
Creating a Transaction
Managing Checklist
Rentals and Referrals
SkySlope
Attaching Documents to the Checklist
Creating a Listing
Adding an Item to a Checklist
How to Create a Referral File
Reorder the Checklist’s Item
Welcome to Ylopo
Ylopo
Pausing Raiya
New Ylopo Seller Report
Seller Report: Ylopo Stars
Create a Market Trends Report
AI Voice 100: Get to Know AI Voice
Priority Alerts
Seller Report: Ylopo Sites
Create a QR Code
AI Voice 101: Utilizing AI Voice
Turning Off Texts
Seller Report: Mass Lead Import
Push Listings for Buyers
Ylopo Stars
Lookup a Person or Property
Segmenting a List
PropertyRadar
Viewing and Managing Lists
Viewing Results in Different Formats
Uploading a Recorded Video
Bomb Bomb
Tracking a Video Performance
Editing an Uploaded Video
Uploading a Document for Publication
Using Issuu Statistics
Issuu
Creating a Story on Publication
View a Publication
Adding a Video in Media Publication
Adding Links in Media Publication
Logging in to the eXp Luxury Dashboard
Activating a Current Listing
How to Use the Seller Guide
eXp Luxury
Creating a Manual Listing
Creating a Listing Presentation
How to Use the Radius Drawing Tool
Updating your eXp Luxury Profile
How to Use the Buyer Guide
Logging in to the Pro ReboGateway
Uploading a Farm
Deleting a Live Farm
Pro ReboGateway
Creating a Farm
Farming: Area Search
Managing a Farm
Accessing a Live Farm
Smarter Lead Generation Strategies
How to Assign a Report
How to Export Data from ”Clicks”
Altos
Adding a Report
8 Ways to Use Altos in Your Business
How to Create a New Campaign
How to Assign a Campaign
How to Export Data from ”Opens”
How to Export Canceled Leads
How to Export FSBO Leads
Landvoice
How to Export Withdrawn Leads
How to Export Expired Leads
How to Export Pre-Foreclosure Leads
Set Up a Recurring Campaign
Reminder Media
Virtually Stage your Real Estate Photo
Virtual Staging AI
How to Initiate a Meeting
How to Mute or Unmute Participants
How to Share Screen
How to Buy Extra Storage
Zoom
How to Invite Participants in Meeting
How to Schedule a Meeting
How to Run a Presentation Slide Deck
How to End the Meeting
How to Change Your Background
How to Record the Meeting
Debbie De Grote Real Estate Script Book
The Promise Script
Listing Language for Today’s Savvy Seller
Forward Coaching - Scripts
Expired Approach For Today’s Market Scripts
Scripts for Today’s Unique Market
Generate Referrals From Your Sphere
Open House Script
Living in Santa Barbara
Indian Wells + Ads
*Persuasive Language Techniques
Agent Attraction Training + Ads
Pre-Foreclosure
Bloomberg Global Real Estate Webinars
*Moving to Palm Spring + Ads
Moving to Santa Barbara + Ads
Santa Ynez + Ads
*Navigating Probate Real Estate + Ads
Retired Health + Ads
*Downsizing and Transitioning + Ads
*Moving from Santa Ynez to Palm Springs
Los Olivos + Ads
*A Guide for Empty Nesters + Ads
*Seller + Ads
*Expired + Ads
*Divorce Presentation + Ads
*Seller (FSBO)
Meetings
Meeting with Tristan Sproul
Meeting with Matt Costeau
Avery Template 5160
Mailing Labels
Avery Template 5816
What is MaverickRE?
AI Features
Maverick Configurations
MaverickRE
Call Scripting & Best Practices
MaverickRE Terminology
How to Edit or Update
Getting Started with MaverickRE
MaverickRE Agent Onboarding