2. Using Follow Up Boss Like a Boss (1.5 hour course)
Core Curriculum Course 2 | Approx. 2 hours of course time
Adjusting Your FUB Settings
Managing Your Notifications in FUB
People
Reviewing a Person in FUB
Contact Relationships
Timeline
Pinning or Starring Notes or Information
Manually Adding a Contact
Merging Duplicate Contacts
Collaborators
Managing Your Calendar
Tasks
101 of Calling and Texting in FUB
Dialing and Receiving Calls With FUB
Call Transferring
Phone Number Labels
Texting
Group Texting
Incoming Call and Text Logic
Text Templates
Making Sure Your Email Is Connected
Group/Batch Emails
Creating Email Templates
Adding Custom Merge Fields to Emails