Follow Up Boss (FUB) CRM Training
Welcome to the Follow Up Boss CRM Training Page! We are excited to bring you into a great CRM system that will allow you the tools and resources to track your leads quickly and easily!
************ If you need technical support or quick help, the FUB Support Team can be reached at firstname.lastname@example.org or 855-622-5311. ************
FUB Agent Onboarding Training
Here are the presentation slides used in the video above
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Training & Guidelines
Module 1. Getting Started with FUB
Accept your invitation: The email you’re looking for will have “Cliff Freeman invites you to join them on Follow Up Boss” as the subject line. Use the button in that email to create your password.
5. Set up your daily workflow: Use Smart Lists to find people you need to follow up with.
Module 2. CFG + FUB Fundamentals
Smart Lists aka “The Timeline”
Contact Record Template
See the images below and the Contact Record Template video tutorial showing you how to organize the layout for your contact records in FUB. Below, you’ll see how to change the layout of your contact records’ left and right-side panels.
Place the tiles on the left sidebar in the following order:
Share your email communication with leads.
Our Team Leads will be shared, collaborated on, and reassigned many times while it exists in our database. You must turn on this feature so anyone who might have to take over the lead can pick up right where you left off. The system automatically logs all of your activity related only to the contacts you have in FUB. You can read more about Email Privacy in FUB in this article. See the images below for a step-by-step tutorial on how to activate your email sharing.
The 5 main actions in FUB required by all TCFG agents
We wanted to create an easy to use system that would take all the guesswork out of the management and organization of your active database. However, no matter how easy we design the system, it’ll always require the agent to work on the system consistently. These are the 5 crucial actions that we need from our agents on the team to complete in FUB:
Complete all your communication with your contacts within FUB (via desktop or FUB app on your mobile device). This includes calls, texts & emails.
Update Stages, and ONLY Stages. Do Not update the lead source or reassign the agent.
Add relevant and factual information about the contact in the background section.
Complete all the applicable Dispositions in the Custom Field section.
Fill out the Deals section once you have an executed contract and update it as the deal progresses.
TCFG + FUB Do’s & Don’ts
Do update stages - This is how you maintain your database organized
Don’t reassign leads - This is an Admin’s Only function
Do Communicate with your contacts from within FUB (calls, texts, and emails)
Don’t use #Hashtags - This is an Admin’s Only function
Do transfer leads to the Client Care Services Department by changing the stage to CCS/Nurture
Don’t update the stage to CCS/Nurture without first selecting the appropriate CCS/Nurture Disposition and adding notes in Background for more context
Module 3. How to use lead "Stages"
Here’s an outline of the Lead Stages you’ll find and when to use each:
Nurture: This lead is not ready to transact now and will need to be consistently followed up. Agents can only keep 30 team leads in their buckets, so if you choose to Nurture a lead, this counts towards that 30. To transfer the lead to CCS for nurture, please follow these instructions 7. How to Transfer Leads to CCS
Module 4. How to use Smart Lists, Background & Custom Fields
You will notice that the stages correspond to the Smart Lists. As you change the Contact stage, this will move the Contact into the corresponding Smart List.
We ask that you complete the Custom Field section as much as possible regardless if a Contact ever falls into one of the Stages. Be sure to hit the GREEN check mark to save the field selection.
Module 5. How to use the "Deals" section
The Deals Section
This is where the rubber meets the road. TCFG must keep track of our numbers. We need our agents to enter the required information in the Deals section so we can do so. By the way, there’s nothing wrong with a little healthy competition amongst the agents. By completing the Deals Section and making it all the way to “Closed” in the pipeline, you can make your way up the leaderboard and earn yourself some bragging rights by making it to the podium.
Check out this video tutorial showing how to complete the Deals section.
Complete the Deals section every time you get a transaction in pending status and don’t forget to update it once the deal closes.
Module 6. Transferring Leads From/To Client Care Services CCS
Transferring Leads to Client Care Services (CCS)
The two main reasons you want to transfer a lead to the Client Care Service team (CCS) are:
You’ve discovered that they require long-term nurture before they’re ready to buy or sell.
They’re considered a “Reject,” “Unresponsive” lead, or someone that is just taking up space in your funnel.
***IMPORTANT*** Every agent should take inventory of their funnel and only keep the contacts they are actively working with under the following stages:
The New Leads list should be at zero at all times.
Leads in the Agent's bucket should not be more than 30. Leads in Nurture that you’re no longer following up with should have the proper Disposition selected, notes added in the background section and transferred to CCS. HOW TO TRANSFER TO CCS NSTRUCTIONS
Appendix. Zillow Premier Agent (PA) Integration
Follow these instructions for a quick and easy setup:
6. Click Save and you should now see the status as Active.
When you receive a Zillow Connections call and have completed the Zillow Tech Connect integration with Follow Up Boss, all of your new Zillow leads will be seamlessly added to your FUB account.
Set up your Contact Record Layout
Contact Record Template
Deal Section = Short Tutorial
Connect Zillow to FUB
FUB Resource Center Intro
Transferring a Lead to The Client Care Services Team
1. Type in a detailed note so we know what you know.
2. Select the Nurture type - Transfer to CCS then click the check to save it
3. Tell us why they are moving to Nurture in the Nurture Disposition, then click the check to save it.
4. Change the stage to Nurture! Now it moves automatically to CCS!