Getting Started
Search
Getting Started for Admins
- Admin Overview
- Follow Up Boss (FUB) Onboarding Checklist
- Follow Up Boss Onboarding & Training
- Getting Started with a Follow Up Boss Free Trial
- Getting Started: Owners & Admins
- Getting Started: Solo Agents & Two Person Teams
Getting Started for Agents & Lenders
Importing Contacts
- Importing Contacts Overview
- Get Your Contacts & Contact Notes from LionDesk
- How to Import Contacts to a Pond
- Importing Contact & Note Files Overview
- Importing Contacts & Notes from BoomTown
- Importing Contacts & Notes from Copper
Calendar & Appointments
Task Management
Follow Up Boss Basics
- Inbox Overview
- Unlock 2025 / FUBCON
- Affiliate Program
- Alphabetize Smart Lists
- Assigning a Conversation
- Dashboard
Training & Best Practices
- Follow Up Boss Success Community on Facebook
- Follow Up Boss Training Resources
- Real Estate Team OS
- Training: The Follow Up Boss 20-minute bootcamp
- Best Practice: Importing
- Conquer the First Call Like a Boss - Winning Inbound Buyer Leads [Webinar Recording]