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

    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

    1. What are Smart Lists?

    2. Smart Lists - Filters

    3. Smart Lists - Team Dropdown menu

    4. Team/Brokerage - Keep Agents Accountable

    5. Sending Batch Emails

    6. Using the Dialer

    7. Mass Actions

    8. Smart List Quiz

    1. Applying Action Plans

    2. Auditing Action Plans

    3. Spam words to avoid

    4. Action Plan Quiz

    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 on Lead Flow

    7. Creating Lead Ponds

    8. Pausing Leads

    9. Lead Flow & Distribution Quiz

About this course

  • Free
  • 62 lessons
  • 3 hours of video content

Discover your potential, starting today

Enroll today