Adding Owners to Owner Referrals & FUB
Owner Referrals
This is a spreadsheet that holds all of the owners' data who are referred to us through agents and other sources like Google, Yelp, etc.
Whenever we receive a new property management agreement, we need to add the owner data in the spreadsheet. The data is collected through a form that is linked with the owner's onboarding email. After adding the data in the spreadsheet, the same data is then added to Follow Up Boss (FUB).
Form
The below form is filled out by the owner. The owners provide all information, including names, spouses' names, and dates of birth, as well as the names and birthdates of children. The information gets stored automatically in the spreadsheet below.
Owner Referrals Spreadsheet
Adding Owners to Follow Up Boss
We need to add the owner(s) into FUB so we can track their information and engage with them via FUB.
Before adding any client, please first search their name, in case they already exist in FUB. If they do, then you can skip this process.
If they do NOT appear in FUB, then click the + button to add them.
Below is the image after adding the client information in FUB.
The following fields are required: All of the information must be added from owner referral spreadsheet
- Client name (Full name)
- Client email address
- Mailing address
- Relationship (A new dialog box will get open & add all the information like name, type, phone & email)
Under Details
- Click on stage and select 'current owner.'
- Click on source and select 'referral.'
- Agent: No change
On the right section
- Rate the owner by clicking on round rating button
- You can add partner, child and pet
Once all of the owner information is added, and the process is completed. Below is an example of how the page should appear once complete.
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