ProDispatch Form Overview
The ProDispatch Form is a helpful tool that is used by your ISAs to help broadcast leads to specific groups of agents via slack, as well as the ability to directly assign a lead to an agent as needed.
To access your lead handout form, use the drop down menu under ProDispatch tab and select ProDispatch Form.
Filling out your ProDispatch Form
Search Lead
To begin, you're going to search a lead to load it into your ProDispatch Form by entering the lead ID from Follow Up Boss and selecting 'Load Lead'.
Locating a Lead ID
To locate a lead's ID in Follow Up Boss you must be logged into Follow Up Boss and on the lead's profile page.
Once you've arrived on the lead's profile page, move your curser up to the URL bar and locate their ID number at the end of the URL. Copy that number and enter it into the Lead ID field.
Data Configuration
Price Point
Price Points or price ranges that your agents are qualified to receive. For more information on how to set up the Price Point options for the Lead Router, please visit this article.
Price Exact
Price Exact is the exact price of the property the lead is buying/ selling.
Area
Area is the location where the property is located. These Areas are created in the Lead Router Configurations. For more information on how to set up the Area options for the Lead Router, please visit this article.
Area Exact
Area Exact is the exact area of the property. For example, this may include the zip code, specific city name, or even the exact address.
Timeframe
Timeframe is where you can set the appointment to either now, within 3 months, within 6 months, or over 6 months.
ISA
ISA is where you can choose which ISA is handing out the lead.
Type
Type determines whether the lead is a buyer, seller, or both.
Appointment Type
Appointment Type varies on the type of appointment created in Follow Up Boss.
Appointment Time
Appointment Time is the date and time that the appointment has been scheduled with the lead. Once the form has been submitted with the appropriate date and time, the appointment will update automatically in Follow Up Boss.
Specialty Type
Specialty Options is the list of specialties that your team caters to. For example, Commercial or Rental would be considered a specialty where only some agents may be qualified to take those leads. For more information on how to set up the Specialty Type options for the Lead Router, please visit this article.
Handout Notes
Handout Notes is used to provide any additional details about the lead and any important information they feel is relevant about the property.
Handout Direct
Checking the Handout Direct option will allow the person submitting the handout to send a lead directly to a selected agent.
Please note that direct handouts do impact an agent's target lead number you have set in their lead handout configurations.