Home / Answers / Agent Training / CRM & Follow Up Boss
Agent TrainingCRM & Follow Up Boss training for real estate agents
Stages, tags, saved searches, website behavior alerts and showing requests in Follow Up Boss. 7 guides from Brian Lee Burke, team leader of The Kenna Group at Keller Williams DTC, licensed since 2003, each with the short answer, the steps and a script for your client.
Follow Up Boss Setup Basics: How to Set Up Stages, Tags, Smart Lists and AutomationsFollow Up Boss setup basics come down to four pieces. Build eight to ten stages around the buyer's timeline. Use tags for interests and on/off switches. Build smart lists that become each agent's daily call list. Attach one automation per stage so emails and tasks start when the stage changes.Follow Up Boss Stages: How to Set Up Hot, Warm and Nurture (and When to Move a Lead)Follow Up Boss stages tell you where each lead is on their timeline, and in a well-built account the stage decides which automation runs. I use Lead, Attempted contact, Hot (0 to 2 months), Warm (2 to 6), Nurture (6+), Under contract, Closed, Archive and Trash. One stage per lead. Set it on the call.Follow Up Boss Tags: Which Tags Real Estate Agents Should Use and How to Set Them UpFollow Up Boss tags describe a lead's interests and status, while the stage describes their timing. Use three kinds: tags that start an email series (Seller, VA buyer), tags that describe the person (first-time buyer, has an agent), and system tags you leave alone. Add tags one lead at a time, never in bulk.Follow Up Boss vs kvCORE vs Lofty: How to Choose a Real Estate CRM (October 2026)Follow Up Boss vs kvCORE vs Lofty: Follow Up Boss is a CRM built to connect to the lead sources and website you already use. kvCORE, now sold as BoldTrail, and Lofty are all-in-one platforms with CRM, IDX websites and lead generation together. Pick by how your leads come in and who will run the system daily.What should I do when a lead requests a showing online?Call in five minutes. Confirm the time with the listing side. Mark it confirmed so the lead gets the confirmation and reminders. Call back to prep and add homes. Log the outcome after. Same day, every time.What should I do when my CRM says a lead is browsing homes?Four alerts, four response times. Hot browsing and saved a home: call within the hour. Back on site: call or text today. New inquiry or showing request: call within five minutes. An alert doesn't change the stage. You do, on the call.Why is the saved search so important for real estate leads?Build the search before you leave the record, from what they actually viewed. Check it on every call. Name it the way they think. Keep it running for years. A lead with no saved search is a lead you're losing.
