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7 Steps to Set-Up F.U.B.
1 Welcome to FUB - Set-up
Follow Up Boss will keep you organized and in front of your best opportunities and past clients so you can close more deals to grow your business.
2 Contact Info and Action Plan Triggers
To help get you started here's Information and Action Plan Triggers on the Contact page
3 Lead Generation - The One Thing -Filtering Contacts & Smart List
Smart Lists are like saved searches of your database, highlighting the contacts you need to follow up with. Use filters to find people based on pipeline stage, website activity, last communication and so much more.
4 Tracking Communication
Deals & Action Plans
This is where you handle all your communication tasks, such as sending emails, texts (using the FUB business number), taking notes, and logging calls.
5 Adding Sphere Contacts & Community Circle
A "Sphere" is considered a contact that you already know. This includes past clients, people in your phone, people in your life (in short if you have met them and have their contact info)
6 Managing DEALS with BUYERS
Manage Deals with Buyers easily in our CRM. Follow this guide to navigate deal stages, complete tasks, and optimize your workflow for success.
7 Managing DEALS with SELLERS
Manage Deals with Sellers seamlessly in our CRM. Follow this guide to navigate deal stages, complete tasks, and streamline your workflow for success.
Your Settings
In this article, you'll learn about each of the options under Settings in the Touchbase app. You can access this section by clicking Settings in the main menu.
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