Welcome to Follow Up Boss! This guide shows you the easiest way to get started with Follow Up Boss so you can save time + grow your business. If you want a quick intro to what Follow Up Boss is and what it can do for you, check out this 12-minute video!
Step One: Sync your new leads
- Connect your Google email so we can sync your client emails
- Enable inbox lead processing - Turning this on allows us to automatically add new leads from your email inbox to Follow Up Boss (from supported lead sources)
- You can also set up direct lead source and IDX integrations to get some of your leads into Follow Up Boss even faster and with more information for sources like Zillow
Step Two: Add and organize your existing contacts
- Import your contacts into Follow Up Boss or email your CSV to your success manager @ Follow Up Boss
- Organize everyone by stage to power your smart lists & help you focus on the right people
Step Three: Get connected on mobile
Step Four: Join our on-demand training
- Learn the basics in our 20-min bootcamp
- 10x your productivity with smart lists (20 min)
- Learn about calling & texting in 10 mins
- Action plans & automations overview (15 mins)
- Agent Kickstart (30 min; specifically for agents)
If you need additional help, check out our help center, or email firstname.lastname@example.org.