Join Chase Whitney, Follow Up Boss Community Moderator, for an introductory training that's designed to help First Team agents understand the essentials of the platform and get up and running quickly. We’ll cover how to navigate the dashboard, add and organize leads, and utilize Smart Lists for streamlined follow-up. You’ll also get an overview of the contact page, calendar, tasks, and appointments, plus a brief introduction to deals and the mobile app to ensure you stay connected on the go. Whether you're brand new or need a refresher, this session will give you a strong foundation in Follow Up Boss.

Intro & Profile
Navigating the Dashboard and Where "stuff" is
How to add and/or import leads
Overview of the contact page
Smartlists overview and the power of them
Calendar, tasks, appointments
Intro to FUB deal