Admin Account Setup - 10 Simple Steps

Welcome! We're excited that you have chosen Follow Up Boss as your lead management platform. Below are ten easy steps that will set you up for success! 1. Invite Your Team Follow Up Boss makes automated lead distribution and collaboration simple. It's important to invite your team members early so they can get familiar with FUB and we can start foll...

How to Train Your Team

Congrats on your team growth! We're here to make sure everyone finds Follow Up Boss easy to use and it becomes a natural extension of your business. When new teams join FUB for the first time, our Onboarding department is here to get things kicked off! If a new member joins your team, or you would like a refresher, below are three easy steps to get ...

Getting the Most out of Follow Up Boss (Admin/Account Owners)

When implementing a system like Follow Up Boss, there are many customizations that can be made to your account. These possibilities can make teams feel like they are missing out on all that Follow Up Boss has to offer.   Worry not! Below are the most effective ways for you to maximize your usage of FUB, while still keeping things easy to use for all...

Working with an ISA/Client Care Coordinator

Many of our customers are starting to work with an Inside Sales Agent (also known as ISA, Client Care Coordinator, Lead Manager, etc.). Because they operate a bit differently than other agents, there are a few changes to the way you should set up your Follow Up Boss account if you work with an ISA. For those new to the concept, an ISA is a person de...