Follow Up Boss Training

Follow Up Boss is a robust Customer Relationship Management (CRM) platform designed for real estate professionals, offering streamlined lead management, communication, and sales processes. This support guide provides a comprehensive overview and includes a valuable recording of the FollowUp Boss training session, covering essential insights into optimizing lead management and leveraging the platform's features.


Step 1: Agent Kickstart: Everything You Need to Know to Start Using FollowUp Boss Webinar

We highly recommend that you start by watching the “Agent Kickstart” webinar. This comprehensive session provides a fundamental understanding of the system, helping set a strong foundation with the basics of lead management, communication strategies, and key features.

Click Here to Register for the On-Demand Agent Kickstart Webinar

Step 2: FollowUp Boss Training with Alejandro Estrada

This recording covers in-depth insights into leveraging the platform’s features, optimizing lead management, and enhancing communication channels. Whether you are a new user or looking to refine your skills, the training recording is a valuable resource to ensure you make the most out of Follow Up Boss.

Key Features:

  • Lead Capture: Easily capture and organize leads for efficient management.
  • Lead Distribution: Distribute leads seamlessly among team members for a collaborative approach.
  • Automated Follow-ups: Utilize automated follow-up functionalities to stay engaged with leads consistently.
  • Integration: Seamlessly integrate with various communication channels to enhance connectivity.
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