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