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!


There are many ways to track what agents are doing in Follow Up Boss. The Reporting feature helps you keep up with what agents are doing and changes over time.

You may also want to create Smart Lists that may help identify what agents are doing with specific leads most recently or least recently.

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