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