Sharing properties from inside of Follow Up Boss
Using Ruuster 1.0? Read the 1.0 version of this article.
Have a property that you just need to share with your client? Open the Ruuster panel on their Follow Up Boss record, click View matches on one of their saved searches, select the homes you want, and click Share to copy a link you can send to your client and any other…
Have a property that you just need to share with your client? Open the Ruuster panel on their Follow Up Boss record, click View matches on one of their saved searches, select the homes you want, and click Share to copy a link you can send to your client and any other interested party.
Steps
In the Ruuster panel on the person's record, find the search you want to share from in the Saved search section and click View matches. The matching listings open inside the panel. If the person has no saved search yet, add one first; see Using Follow Up Boss with Ruuster.
Narrow the results if you need to, then select one or multiple properties by checking the box on each property.
A bar appears showing how many properties are selected. Click Share in that bar.
In the share window, click Copy link to put a shareable link on your clipboard.
For forced registration rules, a custom link title, page title, page description, and more, open the advanced share options in the same window before you copy the link.
When you are done, use the back arrow at the top of the panel to return to the person's summary.
Good to know
- The share link works for anyone, not just registered clients, which makes it handy for spouses, co-buyers, and other interested parties.
- Forced registration rules on the link let you require sign-up before the properties can be viewed, turning a shared link into a lead-capture page.
- The Search listings button at the bottom of the panel is for adding a saved search to this person, not for sharing. To share, start from View matches.
- Clear selection in the same bar unselects every property.
FAQ
Can I share more than one property in a single link?
Yes. Check the box on each property you want and one link covers all of them.
Who receives the lead if someone registers through my shared link?
You do. The link is generated from your search session, so registrations that come through it are attributed to you.
Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!