Best Practices for Follow Up Boss Columns
The goal of your Follow Up Boss views is to have a quick, sortable overview that highlights contacts displaying actionable insights.
Here is the CallAction recommended Follow Up Boss CRM column view for the most efficient lead follow-up workflow. This view can then be used for all of your Smart Lists.
Last Marketing Text Reply
Using this best practice view gives you instant access to your contacts' history, intent signals and actionable items.
How to Setup the Follow Up Boss View
Login to Follow Up Boss CRM
Click on People
Click on Columns
Click on Texts
Check Last Marketing Text Reply
Click on Website Activity
Check all 4 options (Properties Viewed, Saved, Pages Viewed, Last Visit)
Click on Details
Check the following:
d. Last Activity
e. Last Communication
Click outside the box to exit
Note: You should uncheck unnecessary fields from this view such as: First & Last Names, Phone, Email, Address, Price, Tags
How to Sort Follow Up Boss Columns
Next, you will reorganize the Follow Up Boss columns into the recommended order above.
Mouse over the column header to display 8 dots.
Place the cursor on dots and click mouse and drag into the desired order.
Repeat with all FUB columns.
You are now ready to quickly find opportunities in your Follow Up Boss CRM by sorting the columns and scanning the table view for opportunities.
Some example Smart List workflows are for Ylopo Ypriorty leads, Homebot Engaged leads or Revaluate over 80 scores.
User our Follow Up Boss embedded app and recommended lead follow up workflow to assign drip campaigns to automate and eliminate your outbound tasks.
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