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How to Manually Import Leads from the FUB Widget

Quickly bring specific leads into BrokerBlocks from Follow Up Boss (FUB) whenever you need them.

Updated over 2 weeks ago

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.


πŸ“₯ Step 1 β€” Import the Lead

  1. Open the lead profile in Follow Up Boss

  2. In the right-hand widget sidebar, locate BrokerBlocks

  3. Click Import Opportunity

The lead will now appear in BrokerBlocks, ready for you to engage with.


βœ… Step 2 β€” Confirm the Lead in BrokerBlocks

After importing, verify the lead was added successfully:

  1. Open the BrokerBlocks app

  2. On the left-hand side, look under Others

  3. Your manually imported lead will appear there


πŸ’‘ 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.

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