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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.

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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