The first method for importing leads into Ylopo from Follow Up Boss is tagging. To begin the process, start in your All People view. Deciding which leads you want to import will determine how to continue with lead filtration. If you are not familiar with filtering leads in Follow Up Boss, we have articles to assist you: Follow Up Boss: How to Sort and Find your Ylopo Leads and Ylopo Smart Lists and Filters.
Once the leads are filtered, you can begin tagging. In some cases, you may need to import individual leads. You can tag the lead by selecting Add Tag on the left side of the lead's profile.
Here you can add multiple tags at a time if needed.
You can tag individual leads from the main dashboard by selecting the checkbox next to the lead and clicking the Add Tag icon at the top. We will explain this process in detail below.
Or you can select leads in bulk by selecting the checkbox at the top of the page. Doing this selects all leads on the current screen. If you want to add all leads from your current search, the Select All # at the top will do this.
Once you have the leads you want to import, click the tag icon. The drop-down will provide the option to add or remove tags.
Select Add Tags to prompt the Add Tags window, as seen below. Search for the tag and select the check box, then Add Tags. We will provide the import tag to you based on the information provided during your Mass Lead Import.
Don't forget to notify either your account manager or email@example.com when you have completed tagging your leads so we can process your Mass Lead Import.
If sending an export of your leads, complete the same steps to filter and select the leads you want to import. Instead of clicking the tag button, click the export button. Make sure to include the columns required in the export. To do this, add the columns to your dashboard.
Last Updated: 01/12/22 Colleen M.