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DAY 7
Sales Training Day 1
with Joe Leavy
Joe will go over Follow-Up Boss, Slack, and other tools you need to know to claim and work leads.
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Sales Training Day 1
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FUB overview
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REW review
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FUB mobile app
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FUB Staging
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Smartlists
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Pond Overview
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Training Videos:
In this video, I walk you through the essential features of Follow Boss, focusing on the top navigation. You'll learn about the People tab, where most of your time will be spent managing SmartLists, and the Inbox tab for client communications. I emphasize the importance of keeping your Inbox clean and checking it regularly to avoid missing messages. Additionally, I touch on the tasks and calendar features, which can help you stay organized. Please make sure to familiarize yourself with these tabs as they are crucial for your daily workflow.
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Important Documents:
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