BrokerBlocks automatically imports and updates leads from Follow Up Boss every hour. If a lead isn't showing up, it usually means something in their record doesn't meet the import criteria. Here's how to identify the issue and fix it fast.
🔄 How Lead Import Works
Leads are only imported if they meet specific criteria. If a lead doesn't qualify, it won't appear in BrokerBlocks — even if your CRM is connected correctly. A lead must meet all of the following requirements:
Has a valid email address
Has had activity within the last 30 days
If importing as a Seller, the lead must include the Seller tag
Includes a complete address (street address, city, and postal code)
Note: These requirements can be bypassed if the lead is tagged as Hot Prospect or BrokerBlocks.
⚠️ Common Reasons a Lead Isn't Importing
A lead may fail to import for one or more of the following reasons:
Missing email address or source ID
Lead stage is Closed, Cold, Bad, or Nurture
No activity within the last 30 days
Required tags or address details are missing
🔍 How to Troubleshoot
Follow these steps to review and correct a lead directly in Follow Up Boss:
Log in to Follow Up Boss
Click People in the top-left corner of the dashboard
Search for and open the specific lead you want to review
Under the Details section, check the lead's stage, assigned tags, activity history, email address, and property details
Confirm the lead meets all import requirements listed above
🏷️ Adding or Updating Tags
If a lead is missing required tags, you can add them directly in Follow Up Boss:
Click the "+" icon in the Tags section
Select an existing tag or type to create a new one
Click Save Tag to apply your changes
Confirm the lead now meets all BrokerBlocks import requirements
Once updated, the lead will be re-evaluated during the next import cycle — which runs every hour.
Still not seeing your lead? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we'll get things sorted quickly.