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Step 2 - Account Owners: Best Practices When Backfilling Leads

Author photo Andrea Gil
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Summary

 
In this video, I'll guide you through the next steps of setting up your integration with FUB and RealScout, specifically focusing on backfilling leads. Backfilling leads is a simple yet powerful process that involves cleaning up your FUB and ensuring that the leads you backfill into RealScout are the ones you want to nurture. I'll explain how to use tags and smart lists to efficiently backfill leads and provide tips on auto-nurturing and setting up alerts. Make sure your database is clean and ready before you start backfilling. Let's get started!
Chapters
 

Chapters

0:00 Introduction
0:27 Cleaning up Follow-up Boss
1:01 Importing Tagged Leads
1:36 Backfilling Buyer Leads
2:43 Pushing Leads to Real Scout
3:22 Turning off Backfilling
4:29 Auto-Nurturing Leads

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