Onboarding for Team Members

Link FUB and StreetEasy

Once you receive your first connection through the integration, select the Admin tab on FUB, select Lead Flow, and confirm the integration is listed. It should say StreetEasy Experts and your name.
Select Admin > Automations. Select Upgrade to Automations 2.0 and follow the prompt to confirm.
 
Select Admin > Lead Flow, locate your Experts API lead flow, and add Experts automations by selecting the dropdown: Automation > New Experts Connections.
StreetEasy will upload your current and past Expert connections from the previous two years to your account within two business days.
 
The upload will include connections:
  • Created within the past two years
  • Excluding connections marked as Rejected by Client, Agent Inquiry, Rental Inquiry, or Spam
Note: Adjustments to these filters are at the discretion of your Team Lead. 
Questions? Reach out to us at StreetEasy-FUB@StreetEasy.com