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!
Changing a Lead Source
To change the lead source for a lead first go into the contact record and click "edit info" on the right hand side.
Then choose the lead source you want from the drop down menu.
Adding a Lead Source
If you wish to create a new lead source, select "New Lead Source" at the bottom of the drop down list.
Then enter the name of the new lead source you want to show up as an option and on your dashboard. If your on a team account this will also be an option for other users.
Click "Ok" and save the lead and your done.
Deleting a Lead Source
If you create a lead source that you do not want, simply remove all contacts from that lead source by changing their lead source to something else and it will no longer show up in the system.
The best way to do this is to go to the reporting tab then click the number under "All", then mass change the source