Getting started with Zallant

For team leads. About 20 minutes. Your agents' one-page guide is at zallant.com/guide/agents.

1. Sign in and set up your team

Open the invite email from Zallant and click Continue to Zallant. There's no password; every sign-in is a link to your email.
In Settings, add your mobile number so hot leads and alerts reach you, and upload your team logo.
Check your time zone. Zallant never sends automated texts between 8pm and 8am in it (or in the lead's own time zone).

In Follow Up Boss, go to Admin → API and create an API key. Paste it in Zallant under Settings → Follow Up Boss.
In Follow Up Boss, create a lead flow for the source "Zallant" so new leads go to the right people and action plans.
If your action plans already follow up, untick "Zallant sends the day 2 and day 7 follow-ups". The instant reply always goes out, so buyers hear back in seconds.

Under Team, invite each agent with their mobile number, and add them to the Pilot agents group.
Leads sent to a group rotate between its agents. Make more groups for separate pods or open-house agents.
Send your agents zallant.com/guide/agents. It takes two minutes to read.

Under Forms & open houses, create an open house with the address, date, listing link and a photo.
Pick the sign-in questions. The defaults (working with an agent, pre-approved, timeline) are what flag hot leads.
At the door, use Print QR sign and set an iPad to Tablet sign-in, which resets itself for the next guest.
Afterwards, send the homeowner the Seller report link. It shows visitor counts and buying timelines, never names or contact details.

Under Forms & open houses, copy the website form's embed code and paste it into a page on your site (Luxury Presence: add a custom HTML/embed block).
Or use the share link in your Instagram bio and email signature.

Insights shows response time per agent, where leads come from, and each open house's results.
Every morning at 8am you get a digest: new leads, hot leads, and anyone still waiting for a call.
If nobody contacts a new lead within 15 minutes, you get a text.

Questions during the pilot? Email neeraj@zallant.com. We'll check in every two weeks.