FUB Fundamentals Summer 2025

Transform your CRM skills with expert guidance. Gain confidence and streamline your workflow with Follow Up Boss in this interactive 8-week class.

Course curriculum

1. 🙌 Welcome to the FUB Fundamentals Course
2. 🧭 How to Navigate the Course
3. ➕Adding your team
4. 📅 FUB Fundamental's calendar
1. Calling Setup & Best Practices
2. Company Settings & Email Authentication
3. 🛠️ Resources
1. Power-Ups, Quick Actions & Appointment Settings
2. Website Integration & FUB Pixel Best Practices
3. 🛠️ Resources
1. Lead Source Integrations
2. Stages, Imports & Tagging Best Practices
3. 🛠️ Resources
1. Smart Automations & Advanced Lead Flow
2. Messaging Templates & Use Cases
3. 🛠️ Resources
1. People Screen: Mass Actions & Custom Columns Part 1
2. People Screen: Mass Actions & Custom Columns Part 2
3. Maximizing Time Frames in Follow Up Boss
4. 🛠️ Resources
1. Daily Workflow in the People Screen
2. Team Inbox Setup & Use Cases
3. 🛠️ Resources
1. Inbox Management
2. Transaction Management with Chelly
3. 🛠️ Resources
1. Live Account Audit & Reporting Metrics
2. Referral Tracking & Appointment Reporting
3. Tasks a VA Can Take On: Wrap-Up Session
4. 🛠️ Resources
1. Agent Onboading
2. Learn more about our products

Enroll today