The mapping to discuss with your office
| Source field | Proposed destination |
|---|---|
| Proposed: caller name and supplied contact details | Reviewed contact match or new lead |
| Proposed: property of interest | Inquiry note or approved property field |
| Proposed: buyer or seller request | Lead note for the assigned agent |
| Proposed: source-call reference | Approved source or reference field |
- Direction
- Proposed: Penny inquiry data to Follow Up Boss. Assignment behavior would follow the workflow agreed with your team.
- When it happens
- No connector is active from this page. Delivery and assignment must be specified and tested as part of the request.
This request does not create showing access, confirm a seller’s permission, or establish an agency relationship. An agent handles those decisions and confirms the next step with the caller.
Prepare a useful connector request
- 1
Describe the lead handoff
Use Request connector to explain whether you need buyer inquiries, seller inquiries, or both, and how the team routes them today.
- 2
Show a fictional contact and note
Include required fields, your preferred contact match, and a made-up property inquiry. Explain how an existing contact’s new inquiry should be attached.
- 3
Review the account’s connection options
Have the administrator confirm access and assignment requirements. Agree on what happens when no reliable contact match is available.
- 4
Test the agent’s next step
If the connector is agreed, inspect a sample in Follow Up Boss with the agent who will receive it. Confirm that requested times are described as preferences until confirmed.
Proposed Follow Up Boss inquiry
- Contact
- Sample Caller
- Property of interest
- 100 Example Lane
- Request
- Would like to discuss viewing the property
- Agent action
- Confirm availability and access before arranging a showing
What your request should establish
Verify the agreed matching and routing with a new-contact example and an existing-contact example. Make sure the note preserves the caller’s request without turning it into a confirmed showing.
Questions about this connection
Does the request enable listing-based lead assignment?
No connection is active from this page. Describe the assignment rules your team wants, then agree on access, matching, and a test before using any connector.
Can Penny take the inquiry while we review this connector?
Penny can capture your configured intake and send it to your office through the call log and email. That gives the team a callback record while the requested connection is reviewed.