When logging into Follow Up Boss from your desktop, you are directed to a list titled "All People" which contains all of your leads, with your newest leads at the top.
Within the various number of lists available, Ylopo has added three lists that filter out specific types of leads based on their different home search stages.
The list "Ylopo All Leads" contains all of your leads generated by Ylopo. Here you can access information about your leads as well as view your communication activity.
The list "Ylopo New Unactioned leads" contains the leads that are new to your list and have yet to be contacted. This lists uses criteria such as number of calls made, texts sent, and days since added to filter the leads that you should get in contact with. It is best to have as few leads as possible in this list.
The list "Ylopo Priority Leads" contains all of the leads that we consider a priority for you. These leads will also trigger an email alert indicating what activities they've performed to trigger priority status and suggestions on how to follow up. Check these leads every day and clear the tasks associated with them!
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