Quick Start: Solo Agents & Two Person Teams

Are you a solo-agent or team of two looking to get started with Follow Up Boss? Follow the steps below to set up your account!

This guide is your cheat sheet for fast-tracking your success and getting your business running on Follow Up Boss. You don't have to tackle everything at once! We recommend starting with The Basics, then moving on to each section. 

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The Basics

1. Connect Your Email

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Centrally manage communication with your contacts in Follow Up Boss! We’ll automatically sync:

  • Emails Sent
  • Emails Received
  • Incoming Leads (Office 365/Google)
  • Calendar Events (Google)

Our system will track emails sent in or out of FUB, making it easy to see what you said and when.

Here’s How: Connecting Your Email in Follow Up Boss

2. Download Our Apps

Never miss a new lead or a text back! Our mobile apps put your database in your pocket so you don’t miss a beat when you’re on the go.

3. Choose Settings and Notifications

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Your Settings page can be accessed by clicking your initials at the top-right of the screen. Be sure to enter your mobile phone number and edit your signature, then click "Save" at the bottom of the page.

We recommend enabling all notification types so you never miss a new lead alert or text reply from your contacts. More here:

4. Import Contacts

FUB can be your one place to manage all your contacts (including your sphere of influence and your past clients). The fastest way to get everyone in FUB is by importing them.

Here’s How: Importing Contacts

If you need help importing, just send us your file and we can help.

5. Register for Training

Don’t miss our next training session! It will show you how to Follow Up Like a Boss. We recommend attending live so you can ask questions and hear questions from others.

Register Here: Live Training Webinar

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