Appointment Form
Field | Field Type | Notes |
Follow Up Boss Lead ID (required) | Text | This field is pre-populated, and controls which contact record in Follow Up Boss the form data will sync with. |
Appt Set By (required) | Dropdown
| If ISA is selected, the ‘ISA’ dropdown field will appear which contains a list of inside sales agents. If OSA is selected, the ‘OSA’ dropdown field will appear which contains a list of outside sales agents. If Admin is selected, the ‘Admin’ dropdown field will appear which contains a list of admin staff. |
Lead Type (required) | Dropdown
| If Buyer is selected, the ‘Buyer’ section will appear which contains fields related to buyers. If Seller is selected, the ‘Seller’ section will appear which contains fields related to sellers. If BuyerSeller is selected, both sections will appear. |
Lead Last Name (required) | Text | The contact's last name is entered here. |
Are you folks planning on making a move in the next 3-6 Months? |
Dropdown
| This field is not included in the standard form and can be added upon request. |
Do you have an idea on when you'd like to close? | Text | This field is not included in the standard form and can be added upon request. |
If you were to move, would you be staying in the area or moving out of the area? | Text | This field is not included in the standard form and can be added upon request. |
What's your primary motivation for making a move? | Text | This field is not included in the standard form and can be added upon request. |
Do you have a realtor to help you when the time is right? | Dropdown
| If Yes is selected, another dropdown field will appear which asks: Are you 100% committed to that realtor? This field is not included in the standard form and can be added upon request. |
Appointment Details Section
Field | Field Type | Notes |
Appointment Date (required) | Date |
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Appointment Time (required) | Dropdown Times included range from 07:30 AM to 08:30 PM in 15 minute increments |
|
Appointment Location (required) | Dropdown
| This field controls the address that will be added to the Appointment Calendar Invite.
|
Appointment Description | Paragraph Text | The text written in this field will be added to the FUB Appointment and the client will be able to see this info. |
Are you the primary decision-maker, and are there any other decision-makers? | Dropdown
| If there are other decision-makers, a field will appear asking: Will they be available for the appointment? Additionally, name, email, and phone number fields can appear to collect the other decision-makers info and a FUB Relationship will be created. These fields are not included in the standard form and can be added upon request. |
May I ask where you received our name and information from or who can we thank for referring you? | Text | This field is not included in the standard form and can be added upon request. |
Second Source | Text | This field is not included in the standard form and can be added upon request. |
Buyer Section
Field | Field Type | Notes |
Do you currently rent or own your own home? | Dropdown
| If Rent is selected, a text field will appear asking: When does your lease end? |
Home Search Price Low | Number | The low range of the amount the lead is considering spending on a home |
Home Search Price High | Number | The high range of the amount the lead is considering spending on a home |
Have you been pre-approved by a mortgage company? | Dropdown
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Inquiry Address | Address | If the lead is inquiring about a specific property, this is for the address of that property. |
What areas are you most interested in? | Text | This field is not included in the standard form and can be added upon request. |
What are the specifics you're looking for in a home? | Text | This field is not included in the standard form and can be added upon request. |
Rental | Dropdown
| This field indicate if the lead is inquiring about a Rental property or Not |
Seller Section
Field | Field Type | Notes |
Do you know what you owe on your home? | Number | How much does the lead owe on their home |
Home Value Low | Number | The lead’s opinion of the low range of the value of their home. |
Home Value High | Number | The lead’s opinion of the high range of the value of their home. |
The address of the home you are selling is (required) | Address | The address of the property that the lead is considering selling. |
Number of bedrooms | Number | This field is not included in the standard form and can be added upon request. |
Number of bathrooms | Number | This field is not included in the standard form and can be added upon request. |
Number of garage spaces | Number | This field is not included in the standard form and can be added upon request. |
What are the most important things to you in the sale of your home? | Text | This field is not included in the standard form and can be added upon request. |
Would you prefer to buy before listing your home, or do you want to sell first? | Dropdown
| This field is not included in the standard form and can be added upon request. |
What have you done to your home, if anything, since you bought it? | Text | This field is not included in the standard form and can be added upon request. |
Listing Type | Dropdown No preset options | This field is not included in the standard form and can be added upon request. |
Is the basement finished? | Dropdown
| This field is not included in the standard form and can be added upon request. |
Are you meeting with any other agents? We will prepare a side-by-side comparison for you. What are their names? | Dropdown
| This field is not included in the standard form and can be added upon request. |
Bedroom and bathroom breakdown by level | Text | This field is not included in the standard form and can be added upon request. |
Additional Info Section
Field | Field Type | Notes |
D.I.S.C. Profile | Multi-Select
| The D.I.S.C. profile of the lead. Learn more about D.I.S.C. here. |
Notes | Paragraph Text | Any additional info about the appointment goes in the Notes field. |