We recognize that you might have different needs depending on if you're an ISA, an Agent, or a Broker. To customize Follow Up Boss to your needs, the sidebar can be reorganized for the best workflow and collapsed when it's not needed.
How to Customize Your Sidebar
Re-Organize Your Sidebar
You can order the sidebar sections based on your needs. Want to move website activity up? Simply hover over the Website Activity Title, then Click and Drag the Handle Icon and place it in the new position.
Collapse What You Don't Use
For sections that aren't in use, not only can you put the non-important sections at the bottom of your sidebar, but you can also collapse those sections to minimize how much space it takes. This can be done by clicking on the upward-facing arrow.
But, let's say you collapse tasks but someone assigns you a task. Not to worry, an indicator will appear on the tasks sidebar to notify you.
Below is a list of which sections have an indicator, and what they mean.
|Tasks||Yes, only if you have an assigned task|
|Appointments||Yes, only if you have an upcoming appointment|
|Action Plans||Yes, only when an action plan is currently running|