You’ll need
the Follow Up Boss app on your phone and FUB open on a computer
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
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.
Log call with outcome and note 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.
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.
the Stage dropdown 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.
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
You’re done whenyou've shown all five to Anthony or your mentor and they've said so.
Now do thisOn your training page, tap I’ve done this.
Watch it done
The current Follow Up Boss walkthrough. Every Zillow lead lands in FUB, and this is the only 2026 recording of it we have.