A prospect has no CRM key on day one — it arrives after they grant access. Pick the path and we only ask for what exists yet.
Identity & signer
Who they are, and who signs. Everything downstream merges from here.
Who is this?
The Follow Up Boss key arrives days after the pitch, once the client grants access — and the key is what derives the subdomain and the collector address. Asking a prospect for it just leaves blank fields on the screen.
Team
Billing address
Legal entity and billing address merge into every contract. Settings shows them as Missing until they are filled, and contract Generate stays locked.
Signer
CRM
The key is stored write-only and never shown again. Continue unlocks after a passing test — or leave the key blank and connect Follow Up Boss later from Settings.
Collector email
Derived once the subdomain is known
Derived from the subdomain. Give it to the team leader to forward lead notifications.
Collection
Realtor.com · ReadyConnect
Capture ReadyConnect calls for scoring. The collector runs only while this is on.
Plan
Starting stage
Zillow Payments · optional
Drop the Zillow Payments CSV here, or click to browse
Powers the ROI analysis. Uploads after the team is created.
