By default, BrokerBlocks surfaces leads that its AI identifies as active, warm, or hot β keeping your focus on the most important opportunities. But if you want to take action on a specific lead right now, you can manually import it from the FUB widget in seconds.
π₯ Step 1 β Import the Lead
Open the lead profile in Follow Up Boss
In the right-hand widget sidebar, locate BrokerBlocks
Click Import Opportunity
The lead will now appear in BrokerBlocks, ready for you to engage with.
β Step 2 β Confirm the Lead in BrokerBlocks
After importing, verify the lead was added successfully:
Open the BrokerBlocks app
On the left-hand side, look under Others
Your manually imported lead will appear there
π‘ Why This Matters
Gives you full control to bring in any lead on demand β not just the ones AI surfaces
Lets you take action immediately, even if a lead hasn't been flagged yet
Ensures no opportunity slips through the cracks
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com β we're happy to help.

