You can integrate your Follow Up Boss account with your Radius account to capture your leads in our free CRM and/or to use our performance-based qualification service. By integrating with Follow Up Boss, every time a lead is added to your system, the lead will get added as a buyer / renter lead on Radius for us to check in with, along with the property details they inquired about.
You have 2 options for this integration -
You can sync your gmail with us on Radiusagent.com under Profile (Top Right Corner) → Settings
Then Account → G+ → Link
Next, go to Clients tab → Qualified Leads → Click on Integrate Lead Sources.
Scroll down to Follow Up Boss and click on the gray tab on the far right.
Mark as done on the original Integrate Lead Sources pop-up on Radiusagent.com and check the qualify this button.
If you don't have a gmail or do not want to sync your email, you can login to your Radius account here and follow the following steps:
a. Navigate to the Clients tab → Qualified Leads → Click on Integrate Lead Sources.
b. Scroll down to Follow Up Boss and click on the gray tab on the far right.
c. Copy your unique communications email provided. (DO NOT use exact email pictured below. It is solely for demonstration purposes.) Keep screen open, we will come back to it at the end to “mark as done.”
Open a seperate window to your email provider.
If your email provider is Gmail, follow steps d-g. If you use Outlook, skip to step h.
d. Navigate to settings to set up email forwarding to the unique communications email address under Forwarding and POP/IMAP tab. Then, click the “add a forwarding address” button and copy the address there and select next.
e. Click the blue text that reads “creating a filter!” and fill out “from” field with firstname.lastname@example.org Enter “New Lead” in the “Has the words” field and then click “Create Filter.”
f. Check “Forward it to” and select the communications email you added previously.
g. Confirm the Filter is set up under the “Filters and Blocked Addresses” tab.
h. For Outlook navigate to “Settings”. Navigate to View all Outlook Settings → Mail → Rules → Set up the Following Conditions
i. Mark as done on the original Integrate Lead Sources pop-up on Radiusagent.com and check the qualify this button.