New to Follow Up Boss or ready for a reset? Follow Up Boss: Back to Basics is designed to help agents, admins, and team members build a strong foundation in the platform’s most essential tools. We’ll break down the core features, common questions, and must-know workflows that keep your CRM organized, efficient, and easy to use.

This session focuses on simplifying how you work in Follow Up Boss—so you can stop guessing and start following up with confidence. You’ll learn how to customize your dashboard, use Smart Lists, Action Plans, and Automations effectively, manage leads without missing opportunities, and troubleshoot common issues before they slow you down.