Tracking dates in Follow Up Boss

You can setup custom fields to track key dates like birthdays, anniversaries, closings dates etc.

Once tracked on a contact you can then setup a smart list to see all birthdays in the next 30 days or all closing in the next 30 days etc.

To create a smart list based on a date first click the "columns" button to turn on the column you wish to filter by then:

  1. Click the filter icon in the column header e.g. Birthday
  2. Select In The Next and put the number of days your wish to filter
  3. Choose Save List for easy access next time.