Join Steve Neri and Lee Adkins for Follow Up Boss Office Hours! This session is focused on using Follow Up Boss tools to simplify and organize your workflow and lead follow-up. We’ll cover: - Key settings and setup of your FUB account - Smart Lists to dial in your workflow - How to never forget […]
Join Katie Isaak and Lee Adkins for Follow Up Boss Office Hours! This session is focused on specific tips and tricks to be sure you're using all the features of your FUB account. We’ll cover: - 5 Tips to leverage your FUB account - How to be sure you have a strategy to avoid crossed […]
Join Elizabeth Whittaker and Lee Adkins for Follow Up Boss Office Hours! This session is focused on using Follow Up Boss Action Plans and Automations. You can view Part 1 here, but it's not required to understand Part 2! https://www.youtube.com/watch?v=oKy-8tOdPtY We’ll cover: - More advanced Action Plans options - Using Automations to streamline your workflow […]