Deep dive finding new deals [David Granados]

In this guide, you’ll learn how to organize, filter, and follow up with your leads more effectively using Follow Up Boss.
We’ll cover everything from filtering by tags and activity, setting up Smart Lists, logging calls and notes, to identifying new opportunities in your database. Whether you’re prospecting, managing tasks, or keeping track of communication history, these tools will help you stay on top of your pipeline and close more deals.

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Standard Offer May 2025

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Other Materials
2026 Recordings

Mastering Follow-Up

How Vero Aranda runs every lead through Follow Up Boss, Real Geeks, and Flex without losing any of them. A practical walkthrough of the daily system she uses for Aimee and Gabe’s pipeline, with the templates, tags, and shortcuts that keep the database clean.

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May 27, 2026 No Comments
Quick Guides

BW Chat Guide (Formilla)

📘 BW Chat Guide (Formilla) Purpose This guide explains how to use Formilla Chat while on floor duty so we can respond to website visitors

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March 9, 2026 No Comments
Quick Guides

Create a File Request Link

1. Navigate to https://cloudboardwalk.com/ and login 2. Use File Station 3. Click “Boardwalk Cloud” 4. Navigate to the listing / deal folder 5. Right click

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October 16, 2025 No Comments
Quick Guides

FUB Dupe Check

Learn how to properly search for existing leads and avoid duplicate entries in the system. This guide walks you through checking by name or email, recognizing system warnings, and following the correct steps when adding a new contact

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August 6, 2025 No Comments
Quick Guides

File Server 101

Learn how to access, share, and request files using our Synology-powered File Server. This step-by-step guide includes screenshots for logging in, sharing public links, requesting uploads from clients, and accessing files from your phone.

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July 16, 2025 No Comments
SOPs

Lead Handling & Duplication Protocol

To ensure consistency, accountability, and clarity when handling duplicate leads (“dupes”) across all platforms, ensuring the original agent retains the lead and preventing duplicate outreach.

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June 27, 2025 No Comments

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