Ylopo Cash Offer Leads: How to Set Up Your Follow Up Boss Lead Flow

First, check Follow Up Boss for the test lead we submitted for you. It will be under the name Cash Offer Test. You should see that the lead came in under one of these two lead sources depending on your configuration:

• Ylopo Seller (most users will see this source)
• Ylopo Adwords

In Follow Up Boss, go to Admin > Lead Flow

• Find the source that your test lead displayed
• If that source is already set to distribute to the Agent(s), Group, or Pond you would like to have working your Cash Offer leads, no further action is needed
• If that source is not set to distribute to the Agent(s), Group, or Pond you would like to have working your Cash Offer leads, you'll need to set up a Rule in the Advanced Settings for that source
• Click Advanced Settings:

• Click Add Another Rule:

• Tags > Include > YLOPO_CASH_OFFER
• Set Distribution to the Agent(s), Group, or Pond you would like to have working your Cash Offer leads:

Last Updated: 3/18/24 Chrissi B.