Part One: Your 12-min Follow Up Boss Overview

Part Two: Getting Started Steps

1. Accept your invitation

You will receive an email with the subject line “(Owner name) invites you to Follow Up Boss.” Click Create My Account to get started. 

Next, create a Password for your FUB account > Agree to Terms & Conditions and Privacy Policy > Create My Account 

Note: This is the password you will use to log into FUB on the desktop and app.

You will be automatically logged into your FUB account! 

2. Connect your email

Why? So we can automatically sync emails you send to or get from your contacts, whether those emails started in Follow Up Boss or your regular email inbox. This will power your Follow Up Boss with all the details you need and will help you find contacts you need to get in touch with!

1. Click on your Initials/Image in the upper right-hand corner > My Settings

2. Scroll down to the Email section and Sign in with Microsoft or Google

3. Follow the prompts of your email provider to sign in to your email

For more information about connecting your email, check out Connecting Your Email Overview.  

3. Link your Zillow Profile 

Link your Zillow Profile to access Zillow-powered features in Follow Up Boss. 

Note: This section will only appear for agents if their Team Lead has completed the Zillow Two Way Integration. 

4. Customize your settings and get notified of important events

1. Click on your Initials/Image in the upper right-hand corner > My Settings to customize your signature, call settings, and more. Here is more information about each setting on the My Settings page.

2. Click on the Bell in the upper right-hand corner > Settings Gear to customize your Notification Settings. We recommend enabling all notification types so you never miss a new lead alert or text reply from your contacts.

5. Download the app 

We know you spend as much or more time in the car as you do in the office, so be sure to get the Follow Up Boss app on your phone (Android or iPhone)! Also, allow notifications so you don't miss a beat.

6. Add and organize your contacts

• Import your current contacts via CSV or email imports@followupboss.com with your file(s) and we can import your contacts for you! You can include past clients, current leads, and anyone you might do business with.
• Do you pay for leads? Connect your lead sources to Follow Up Boss! This looks a little different for each lead source, so search your lead source by name (Zillow, Realtor.com, etc.) to find instructions.
• Organize your contacts by the correct stage so you know who is who in your database (past client, sphere, closed, hot, etc.). 

7. Start working your contacts

• Use Smart Lists to locate the contacts you need to follow up with
• Watch this 2-minute video to see how to start your day with Follow Up Boss

Part Three: More coaching and training