Getting Started for Admins

• Getting Started with Follow Up Boss
• Follow Up Boss Onboarding (Teams)
• Getting Started with Follow Up Boss + YLOPO
• Admin Account Setup - 10 Simple Steps
• Working with an ISA/Client Care Coordinator
• Organize Your Database like the Best in the Business

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Getting Started for Agents & Lenders

• Getting the Most out of Follow Up Boss (Agents)
• Agent & Lender Account Setup - 6 Simple Steps

Importing Contacts

• Exporting Contacts from Liondesk
• Importing Contacts from Liondesk
• Importing Contacts from Firepoint
• Importing Contacts

Calendar & Appointments

• Calendar
• Calendar View & Appointment Setting | Teams
• Microsoft 0365 Calendar
• Appointments and Events
• Appointment Reminder Texts
• Using Calendly with Follow Up Boss

Task Management

• Recurring Tasks
• Working with Tasks

Follow Up Boss Basics

• Follow Up Boss Inbox
• Following up on a new lead
• Known Issues
• Submitting ideas to the Roadmap
• Software + Gear We Recommend
• Keyboard Shortcuts

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Training & Best Practices

• Training: The Follow Up Boss 20-minute bootcamp
• Diamonds in the Database Webinar
• Conquer the First Call Like a Boss - Winning Inbound Buyer Leads [Webinar Recording]
• Recommended Smart Lists [Webinar Recording]
• How To Nurture Your Leads - [Webinar Recording]
• How To Generate Business From Your Past Clients

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