Follow Up Boss — what "proficient" means

Before you go to production you'll show Anthony or your mentor five things in Follow Up Boss. Not because it's a test — because every Zillow connection lands here, and the agents who lose leads are the ones who never learned these five.

The five things you'll be asked to show

1. Log a call. Open any contact → tap the phone icon → make the call from the app (or tap Log call afterwards) → choose the outcome → add a two-line note. The call shows in the contact's timeline.

   

2. Send a text from the app. Contact → Text → type → send. Texting from the app, not your phone's Messages, is what keeps the conversation on the record and visible to the team.

3. Change a stage. Contact → the Stage dropdown at the top → move them (e.g. Lead → Hot Prospect → Active Client). Stages drive the Smart Lists and Anthony's pipeline view.

   

4. Set a task. Contact → + Task → Call back Tuesday → due date → save. Then show where it appears on your Tasks list. Every conversation should end with the next task set.

5. Explain your Smart Lists. Open People → the Smart Lists on the left. Show New leads with no call in 24 hrs and Hot prospects, no contact in 7 days (or the team's equivalents) and say what you do with each every morning.

Learn it

The team's own training: Revoir Team Follow Up Boss — Agent Checklist & Training https://drive.google.com/file/d/1qzIAT8zSyqYifoY95V3ynuyDHqQdPnJa/view · Smart Lists & Tasks recording https://drive.google.com/file/d/1ABS8swG9wGW9xwsn8ksxjMQgn2g3LfNV/view · Using Follow Up Boss for Zillow https://vimeo.com/1203841945/edf25a1be4 · FUB's own help centre: https://help.followupboss.com