Course curriculum

    1. Welcome

    2. Settings Overview

    3. Admin Panel

    4. Settings and Admin Quiz

    1. Edit and Merge Contact Stages [Owners Account only]

    2. Adding a Team Member

    3. Manage and Porting Phone Numbers

    4. Creating and Customizing Email Signatures

    5. Customizing Agent Notifications

    6. Lead Providers and Email Integration

    7. Editing Settings Quiz #1

    8. Teams [Platform-Tier Accounts Only]

    9. Creating Teams [Platform Accounts Only]

    10. Company Settings

    11. Business Registration

    12. Company Info and Business Registration

    13. Power Ups and Features

    14. Tags - Adding and Removing

    15. Deleting a Team Member

    16. Editing Settings Quiz #2

    17. Adding an Agent to Lead Distribution

    18. Creating Categories for Custom Fields

    19. Settings Quiz #3

    1. Creating a Lead

    2. Contact Details

    3. Custom Fields

    4. Adding a New Lead Source

    5. People Quiz #1

    6. Appointments

    7. Tasks

    8. Client Page - Collaborators, Social Profile, Activity, and Files

    9. Client Page - Available Actions at the top

    10. Delete/Clean-up Lead Sources

    11. Keyboard Shortcuts in FUB

    12. People Quiz #2

    13. Relationships and Merging Contacts

    14. People Quiz #3

    1. What are Smart Lists?

    2. Smart Lists - Team Dropdown menu

    3. Sending Batch Emails

    4. Using the Dialer

    5. Scrubbing your Database - Zerobounce

    6. Mass Actions

    7. Smart List Quiz

    1. Applying Automations

    2. Applying Action Plans in Automations 1.0

    3. Auditing Action Plans/Automations

    4. Creating Automations

    5. Creating Automation Folders

    6. Editing Automations

    7. Creating Action Plans

    8. Creating folders for Action Plans

    9. Making Edits to Action Plans

    10. (1.0 accounts only) Automating one Action Plan after another

    11. Action Plans Quiz

    12. Spam words to avoid

    1. Adding Agent to Lead Distribution

    2. Connecting Lead Sources to FUB

    3. Create Custom Lead Routing Groups

    4. Installing FUB Pixel to your Website

    5. Adding FUB Pixel to your website

    6. Adding Action Plans/Automations on Lead Flow

    7. Creating Lead Ponds

    8. Pausing Leads

    9. Lead Flow Settings

    10. Use Cases for Ponds

    11. Push Test Leads to FUB

    12. Lead Flow & Distribution Quiz

About this course

  • Free
  • 76 lessons
  • 5 hours of video content

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