Getting Started with RealScout
Start here!
25 articles
RealScout Quick Start Video
RealScout Glossary of Terms & KeywordsDefinitions of common RealScout terms used in billing, contact limits, alerts, Auto Nurture, tags, and integrations. Covers Nurtured vs Awaiting Nurture vs Archived contacts, alert schedules, templates, Search Links, widgets,…
RealScout X Follow Up Boss Master Class
FUB Users Start Here!
RealScout X Follow Up Boss Training WebinarsHelpful webinars to help you get success with the RealScout + FUB integration
Step 1 - Account Owners: Setting up the integration
Step 2 - Account Owners: Best Practices When Backfilling Leads
Step 3 - Account Owners: If you’re utilizing Ponds on FUB, watch this!
Step 4 - FUBScouts Overview & Workflow
Step 5 - FUBScouts: Auto Nurture - Supercharge Your RealScout Experience
Step 6 - Track actions using tags in FUB presented by Elena Kee
Step 7: FUB Smart Lists for RealScout
Continued Learning: Automating RealScout Features with Tags & Follow Up Boss Integration
Continued Learning - Kee Technology Presents: 4 Tools to use with FUB x RealScout
FAQ - What tags are added to FUB by RealScout?
FAQ - How to enable FUB Inbox for your agents (Account Owners)
FAQ: Using RealScout to generate leads? TURN ON the required OPT IN language HERE
FAQ: Cleaning Up Your RealScout Contacts ListClean up RealScout contacts via Follow Up Boss tags: find rejected/invalid/spam, archive or disable alerts, export records, request bounce review.
FAQ: Dynamic Impersonation for Managers/ISAs
RealScout Email Templates That Work7 Ready-to-Use Automations for Follow Up Boss Power Users
Getting Started, Step-by-Step
Attract, Nurture, and Convert More Business! Watch these short tutorial videos to learn how RealScout captures leads, nurtures them automatically, and surfaces the highest-intent opportunities, to help you close more business.
Step 1 - Master Class Introduction
Step 2 - RealScout Platform Overview
Step 3 - Add/Import Contacts
Step 4 - Understanding the Three Types of Alerts
FAQ: RealScout Tags for Contact Management
Printable Getting Started GuidePrint this out to help you get up and running quickly