Follow Up Boss 101

Now that you have learned what Follow Up Boss is and how it can help you, let’s get our hands dirty. Below we have a getting started series of videos to get you going on the platform.  These videos are great for new agents just getting on the platform and need to get a basic knowledge of how to use the CINC platform.

Training Video 1:

Watch this video to learn how to import a spreadsheet of contacts to Follow Up Boss.

Training Video 2:

Watch this video to learn how Follow Up Boss texting helps you engage new leads, save time, and stay organized.

advanced follow up boss Training:

For more in depth training, Follow Up Boss has a page with several videos and tips on their best practices page. You’ll want to bookmark this page and refer back to it as you progress.

Now Let’s Log Into Follow Up Boss…