Welcome to The Lead Boss CRM
Quick Start Video Tutorials
PLEASE WATCH EACH VIDEO ON THE PAGE AND BOOKMARK IT!
This will make you life much easier... 😀
Dive into the intro video below first—it's your GPS, coffee, and morning pep talk all rolled into one, setting the course for your journey through setting up Lead Boss CRM for your REI business. Each video, meticulously curated and filmed to be as brief as a coffee break (5-10 minutes each), is bursting at the seams with actionable steps and insights, minus the fluff. 😀
If you have any issues at all, reach out to [email protected]
Home Base 2.0 and The Lead Boss Tools
In this section you'll learn:
Home Base 2.0
Lead Boss Tools
How to get HELP
If you have any question along the way, please reach out to our support at: [email protected]
Setting Up Your Business Profile
In this section you'll learn:
Set up your Business Profile
Adding you personal profile info
Adding in your company billing info
Adding Team Members
If you have any question along the way, please reach out to our support at: [email protected]
Complete the Custom Values Survey
In this section you'll learn:
About the power of custom values
Best practices for their use
How to add in custom values
If you have any question along the way, please reach out to our support at: [email protected]
How to Add a Domain
In this section you'll learn:
Why you need a domain
How to add it into Lead Boss
How to add to records to your Domain Registrar
Tips for Email Inbox Deliverability
If you have any question along the way, please reach out to our support at: [email protected]
Email Setup and Dedicated Sending Domains
In this section you'll learn:
What does and does not work
Why a Dedicated Sending Domain is necessary
Email deliverability best practices... stay out of the SPAM folder
Set up a dedicated sending domain
Gmail/Outlook/iMail 2-way sync
If you have any question along the way, please reach out to our support at: [email protected]
Basic Website Setup (To Pass the A2P 10 DLC Phone Registration)
In this section you'll learn:
How to use the website editor
Lead Boss Website templates
The A2P 10 DLC template setup
Website best practices
If you have any question along the way, please reach out to our support at: [email protected]
Phone System Setup (Please complete the section above first)
In this section you'll learn:
How to purchase a Phone #
Phone System Settings
The A2P 10 DLC registration process
Missed Call Text Back Setup
If you have any question along the way, please reach out to our support at: [email protected]
Calendar Setup
In this section you'll learn:
Types of calendars available
How to set up a calendar
Customize the calendar to your brand
how to integrate it across multiple areas of your business
If you have any question along the way, please reach out to our support at: [email protected]
Upload Your Contact and Lists
In this section you'll learn:
Understanding contact management
CSV formatting best practices
How to upload a list of contacts
The Unified Inbox
If you have any question along the way, please reach out to our support at: [email protected]
Manage Your Opportunities / Pipelines
In this section you'll learn:
What is an Opportunity
How to create you own pipeline
managing you lead within a pipeline
If you have any question along the way, please reach out to our support at: [email protected]
Workflows and Automations
In this section you'll learn:
Why they are the engine that drives your CRM
What are Workflows and a what can they do
How to create workflows
Lead Boss CRM Pre-Build Workflow
If you have any question along the way, please reach out to our support at: [email protected]
User and Team Permissions
In this section you'll learn:
How to limit what your team sees
Reason you may need to add user pemissions
How to set up your team
If you have any question along the way, please reach out to our support at: [email protected]
Additional Resources and Services
We are here for you!
FREE Resources Available
Once you get logged in to Lead Boss CRM, you have access to a nearly unlimited amount of resources dedicated to help you succeed on the Lead Boss CRM platform.
Here's where to find them… (You may want to bookmark these too)
Searchable help docs: search through our help docs full of video tutorials and step by step instructions - access them here: https://kb.mycrmsupport.com/lead_boss_knowledge_base
Can't find it in the help documents? Open a support ticket and let us know what you're struggling with - submit a support ticket here: https://www.leadbosscrm.com/support-ticket
Need to Port a phone number into your Lead Boss system? Fill out this form for us and we will get the process started - https://www.leadbosscrm.com/phone_port_form_nt
Are you a Zapier User? Lead Boss CRM has a direct integration with Zapier. You can find the invite link here - https://zapier.com/developer/public-invite/198787/3f948e7ca5a1211f97c5151240224a9f/
Lead Boss User Portal: login to the user portal to view our entire 30+ video course on how to use Lead Boss CRM. You were sent an email with login credentials after you signed up. If, however, you cannot find that email, Press the forgot password button and use the email you signed up for Lead Boss CRM with to reset your password. https://portal.leadbosscrm.com/login
ChatGpt Prompts for Lead Boss CRM
How do I remove extra columns from a Land Portal CSV file before importing it into Lead Boss CRM?
Paste the prompt below into ChatGPT and upload your CSV file:
Task:
I will attach a .csv file.
Instructions:
Remove only the columns listed below if they exist.
If a listed column does not exist, ignore it silently.
Do not:
Delete, filter, modify, sort, or reorder any rows
Reorder remaining columns
Add new columns
Preserve the original row order and the order of all remaining columns exactly as they appear in the source file.
Save the updated file using the exact same filename as the original, with _columnsRemoved appended immediately before the .csv extension.
Example:
original_filename.csv → original_filename_columnsRemoved.csv
After processing, provide a download link to the updated .csv file.
Do not explain your actions, provide progress updates, confirmations, or commentary of any kind.
Columns to remove (if present):
BETTY_UPDATED_OWNER_FULL_NAME
BETTY_UPDATED_BUSINESS_NAME
BETTY_UPDATED_O_1_L_N
BETTY_UPDATED_O_1_F_N
BETTY_UPDATED_ADDRESS_ZIP
BETTY_UPDATED_ADDRESS_STATE
BETTY_UPDATED_ADDRESS_CITY
BETTY_UPDATED_ADDRESS_LINE2
BETTY_UPDATED_ADDRESS_LINE1
Input custom_field_1
FL FEMA Map Date
FL FEMA Flood Zone
FL Inside SFHA
FL Panel Nbr
FL FIRM ID
FL FEMA Map Nbr
FL Community Nbr
FL Community Name
Vacant Flag Date
Vacant Flag
Prev Mtg 1 Financing Type
Prev Mtg 1 Loan Type
Prev Mtg 1 Loan Due Date
Prev Mtg 1 Interest Rate
Prev Mtg 1 Term
Prev Mtg 1 Lender
Prev Mtg 1 Loan Amt
Prev Mtg 1 Recording Date
Prev Mtg 1 Page
Prev Mtg 1 Book
Prev Mtg 1 Doc Nbr
Prev Sale Seller 2 Full Name
Prev Sale Seller 1 Full Name
Prev Sale Buyer 2 Full Name
Prev Sale Buyer 1 Full Name
Prev Sale Price Code
Prev Sale Document Type
Prev Sale Contract Date
Prev Sale Page
Prev Sale Book
Prev Sale Doc Nbr
Prev Sale Transaction ID
Mtg 2 Fyn Type
Mtg 2 Doc
Concurrent Mtg 2 Loan Due Date
Concurrent Mtg 2 Interest Rate
Concurrent Mtg 2 Term
Concurrent Mtg 2 Lender
Concurrent Mtg 2 Loan Amt
Concurrent Mtg 2 Recording Date
Concurrent Mtg 2 Page
Concurrent Mtg 2 Book
Concurrent Mtg 2 Doc Nbr
Mtg 1 Fyn Type
Mtg 1 Doc
Concurrent Mtg 1 Loan Due Date
Concurrent Mtg 1 Interest Rate
Concurrent Mtg 1 Term
Concurrent Mtg 1 Lender
Concurrent Mtg 1 Loan Amt
Concurrent Mtg 1 Recording Date
Concurrent Mtg 1 Page
Concurrent Mtg 1 Book
Concurrent Mtg 1 Doc Nbr
Current Sale Seller 2 Full Name
Current Sale Seller 1 Full Name
Current Sale Buyer 2 Full Name
Current Sale Buyer 1 Full Name
Current Sale Price
Current Sale Doc Type
Current Sale Contract Date
Current Sale Page
Current Sale Book
Current Sale Doc Nbr
Current Sale Transaction ID
Meridian
Subdivision Tract Nbr
Subdivision Phase Nbr
Legal Unit
District
Section
Block
Land Lot
Lot Code
Topography
Nbr of Comm Units
Nbr of Bldgs
Nbr of Units
Style
Stories Nbr
Sewer Type
Roof Type
Roof Cover
Bldg Quality
Porch
Pool
Patio
Other Rooms
Driveway
Parking Spaces
Loc Influence
Heat Fuel
Heating Type
Garage Type
Floor Cover
Fireplaces
Interior Walls
Exterior Walls
Deck Ind
Const Type
Bldg Condition
Bldg Class
Basement
Air Conditioning
Amenities
Bath Plumbing
Partial Baths
Full Baths
Total Baths
Total Rooms
Bedrooms
Effective Year Built
Year Built
Garage Finished Area
Garage Unfinished Area
Garage Area
Basement Finished Area
Basement Unfinished Area
Basement Area
Attic Finished Area
Attic Unfinished Area
Attic Area
Taxable Area
Gross Area
Ground Floor Area
Living Area
Building Sq Ft
Bldg Area Ind
Building Area
School/Tax District 3
School/Tax District 2
School/Tax District 1
Tax Jurisdictions
Assessed Year
Market Year
Tax Year
Improvement Market Value
Improvement Assessed Value
Land Assessed Value
MLS Parcel Acreage
MLS sqft
MLS Bedrooms
MLS Price
MLS Description
MLS Status
MLS ID
School District
Time Share Code
Mobile Home Ind
Census Block
APN Alt Ind
Slope Max
Slope Min
Elevation Max
Elevation Min
Elevation AVG
Extreme Slope (15%+)
Heavy Slope (10-15%)
Moderate Slope (5-10%)
Minimal Slope (.5-5%)
Flat slope (0-.5%)
Buildability area (acres)
Buildability total (%)
Slope AVG
FEMA Flood Coverage
Wetlands Coverage
Land Locked
Calc Acreage
Parcel Carrier Code
Mail Foreign Address Indicator
Do Not Mail
Mail Carrier Code
Owner 2 Corp Indicator
Owner 2 Suffix
Owner 2 Middle Name
Owner 2 Last Name
Owner 2 First Name
Owner 1 Corp Indicator
Owner 1 Suffix
Alt Phone 5 (Line Type)
Alt Phone 5
Alt Phone 4 (Line Type)
Alt Phone 4
Alt Phone 3 (Line Type)
Alt Phone 3
Alt Phone 2 (Line Type)
Alt Phone 2
Alt Phone 1 (DNC Federal)
Alt Phone 1 (DNC Complainers)
Alt Phone 1 (DNC Litigator)
Alt Phone 1 (DNC)
Alt Phone 1 (Line Type)
Alt Phone 1
Phone (DNC Federal)
Phone (DNC Complainers)
Phone (DNC Litigator)
Phone (DNC)
Lot Sq Ft
Owner 1 Middle Name
Current Sale Recording Date
Current Sale Price Code
Assessors Map Ref
Watercode
Tax Delinquent Year
Owner 1 Full Name
Mail Names
Owner Name(s)
Owner 2 Full Name
Mail County
Mail Care Of
Land Market Value
Lots Nbr
Municipality
How do I prepare a Land Portal CSV file of Portfolio Owners before importing it into Lead Boss CRM?
Paste the prompt below into ChatGPT and upload your CSV file:
CSV PROCESSING PROMPT
You are a CSV-processing assistant.
The user will upload a CSV file.
VALIDATION
Check that the CSV contains the following required columns with exact names:
Owner 1 Last Name
APN
If either required column is missing, STOP and respond with exactly ONE of the following (no extra text):
Missing column: Owner 1 Last Name
Missing column: APN
OBJECTIVE
Make every value in the column “Owner 1 Last Name” unique by replacing each value with:
<original Owner 1 Last Name> - <APN>
RULES
Apply this transformation to every row
Do NOT modify, reorder, delete, or filter any rows
Do NOT modify any columns other than “Owner 1 Last Name”
Do NOT rename any columns
Do NOT add any new columns
Do NOT leave formulas in the final file
OUTPUT
Export the result as a CSV
Filename must be: original filename + _CRMUpload (before .csv)
Respond with ONLY the file download link
No explanations or extra text
Placeholder?
Paste the prompt below into ChatGPT and upload your CSV file:
Placeholder?
Paste the prompt below into ChatGPT and upload your CSV file: