Congrats on your team growth! We're here to make sure everyone finds Follow Up Boss easy to use and it becomes a natural extension of your business. When new teams join FUB for the first time, our Onboarding department is here to get things kicked off! If a new member joins your team, or you would like a refresher, below are three easy steps to get up to speed quickly!
Step 1: Follow Quick Setup Guides
Upon the first login, follow these quick steps to ensure the proper groundwork is laid for successful FUB usage.
Step 2: Attend Live Training Webinar
Our live moderated webinars are the best environment to learn Follow Up Boss. You'll be able to ask questions yourself and benefit by hearing the questions brought up by others.
Live moderated webinar training specifically for Agents: Agent Kickstart
Step 3: Understand Everyday Foundations
After following the setup steps and attending a webinar, you will have an excellent grasp on Follow Up Boss and be able to use it daily.
The next step is to really nail down the features you will be using the most. While every facet of FUB is important, it's essential that you fully understand:
Continued Training & Support
We also encourage you to review our Best Practices Videos.
Our support team is always happy to answer any additional questions you have. Feel free to reach out to us!