1. Click the "Search" field.
2. You can check by email address and full name. I recommend doing both.
3. You can see the legend below "This person already exists"
Alert: Please DO NOT continue if you see this legend. Inform the assigned agent about this lead inquiring.
Tip: You can also check when adding a lead.
4. Click the person icon to add a lead.
5. Fill the contact info.
6. When trying to add it, if the lead already is in the system it will tell you.
Alert: Please DO NOT continue if you see this legend. Inform the assigned agent about this lead inquiring.
Other Materials
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.
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
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
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
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.
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.
