Overview
By default, BrokerBlocks only shows leads that our AI identifies as active, warm, or hot, helping you focus on the most important opportunities. But if you’d like to take action on a lead right away, you can easily manually import it from the FUB widget with just a click.
This guide shows you how.
How to Import a Lead
To manually import a lead from FUB into BrokerBlocks:
Open the lead profile in Follow Up Boss.
On the right widget, locate BrokerBlocks and click Import Opportunity.
The lead will now appear in BrokerBlocks, ready for you to engage with.
Step 2: Confirm the Lead in BrokerBlocks
After importing, confirm the lead was added successfully:
Open the BrokerBlocks app.
On the left-hand side, look under Others
Manually imported leads will appear there.
Why This Matters
✅ Gives you control to add leads on demand.
✅ Lets you take action even if a lead isn’t flagged by AI.
✅ Ensures nothing slips through the cracks.
✨ Done! With manual import, you can pull in any lead you want from FUB directly into BrokerBlocks.