Agent Daily Workflow in Follow Up Boss

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Jimmy Miller
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In this article, agents will find a daily workflow, best practices and definitions for Smart Lists, and walkthrough videos for the Inbox and Tasks identified by working with top FUB users.


Agent Daily Workflow

Learn about the routine that top-performing FUB agents adhere to daily to drive timely follow-up with their top leads, clients, and past clients. This enables them to progress through their day with confidence, free from the guilt of neglecting important follow-ups.



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Training Videos

Smart Lists

Smart lists show you WHO to follow up with and WHEN to follow up with them and WHY.

 

Below is a walkthrough video on how to work your smart lists down to zero and the optimized smart lists for Zillow partners inspired by top FUB users

 

If the following Smart Lists are not visible in your FUB account, reach out to your account owner and have them review the ZG/FUB Playbook Operational Companion.

ZPA Smart Lists and Definitions boring (1).svg

 

Inbox

The Inbox is an intuitive way to track conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across the web and mobile devices.

 

 

Tasks

Use tasks to remind yourself to take specific actions with a contact. Tasks help you focus on what matters to you at the point you are ready to action them

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