Learn how to transform your Follow Up Boss CRM into a true business generator. In this session, we’ll walk through how to effectively use Stages, Smart Lists, Tags, and Automations to stay organized, top of mind, and consistently in touch with your sphere.

You’ll discover how to build intentional follow-up systems that convert leads into clients, streamline your workflow, and create daily task lists that keep you focused on income-producing activities. Whether you’re new to Follow Up Boss or ready to take your CRM to the next level, this class will help you turn your database into one of your most valuable business assets.