VA to help organize CRM Follow Up Boss
Overview
Job Posting: Virtual Assistant (Follow Up Boss Specialist)
We are seeking a reliable, detail-oriented Virtual Assistant with proven experience using Follow Up Boss to support our real estate business.
Responsibilities:
- Set up and manage client profiles in Follow Up Boss
- Enter personal details (birthdays, anniversaries, home purchase dates) for automated best wishes
- Organize leads, tags, stages, and workflows
- Assist with lead generation and follow-up tasks
- Keep the CRM clean, updated, and optimized
- Track client milestones and ensure timely follow-ups
Requirements:
- Experience using Follow Up Boss (mandatory)
- Strong organizational and communication skills
- Ability to manage tasks independently
- Experience in real estate admin or VA work (preferred)
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