We’re going to give you some tips for using Follow Up Boss to its fullest. This article is created for agents, but contains information that is beneficial for everyone in the account! If you’re an admin, click here to view your suggestions.
Attend a Training Webinar Early
Go Through All Getting Started Steps
Quickly Getting Familiar with Follow Up Boss
Determining Who to Follow Up With
Quick summary of what we covered in the video:
- Check Your FUB Calendar Every Morning
- View Your Most Recently Assigned Leads
- Are You at Inbox Zero?
- Become Familiar with Smart Lists Your Team Has Created for You
- See Who Hasn’t Been Called or Texted in Awhile
- View Your Individual Reporting
You can also view our "Best Practices" Smart Lists:
Your team may have specific suggestions on how they want you to use the system, so be sure to check with them first if you have questions.
To see the best results (and close the most leads!), we recommend:
- Making Follow Up Boss a part of your daily routine. Agents who check their CRM at least twice a day see the most results.
- Aiming to respond to all emails and texts in the inbox.
- Targeting at least 3 - 5 older leads to call or text daily, based on the video above.
If you have any additional questions, we're always happy to help. Email us: firstname.lastname@example.org.