Changing Lead Stage (FUB Classic)

Written by Erik Wantland

Last published at: December 7th, 2020

This article provides instructions for the legacy version of Follow Up Boss, FUB Classic. For updated instructions, please click here.

Still using FUB Classic? Here’s a great overview on how to switch to FUB2!


How to Change a Lead Stage:

Lead Stage Definitions:

Stages are the urgency to Buy/ Sell. Keep your lead stages up to date so that you always know the priority of a lead.

Leads - Unknown urgency

Hot Prospects - people moving in 1-3 months

Nurture - Moving in 3-12 months

Buyers - Active Buyers who have chosen you as their agent

Sellers - Active Sellers listed with you

Pending - Transactions "under contract" or "in Escrow"

Closed - recently closed deals

Past Clients - for staying in touch with your best source of referrals

Sphere - The world around you. We'd suggest these be your VIP's- people you may send marketing emails to, and may give referrals to you.

Trash - leads with bad email address and bad phone number. Its like a bin next to your desk you can pull leads out of, not fully deleted.

Delete - Only available in Admin accounts- which makes this contact's information go away forever