Ready to take your Follow Up Boss to the next level? This session dives deeper into Smart Lists, automation, and best practices for organizing your database. We’ll explore action plans, tagging strategies, custom fields, and how to make the most of the Follow Up Boss inbox. Plus, we’ll cover integrations, including how to connect with RealScout for an even more powerful lead follow-up experience. If you’ve got the basics down and want to optimize your workflow, this class is for you!
Optimizing your Smartlists
Actions plans
Automations
Tagging Best practices
Custom Fields
The FUB Inbox
RealScout Integration