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The Asa Team- ISA Onboarding
SECTION 1: Getting Started | Pre-Onboarding
Lesson 1 — Accept Your Asa Team Gmail Invite
SECTION 3: FollowUpBoss Training
FollowUp Boss
Lesson 3.1 — Setting Up Your FUB Account (3:50)
Download the FUB app
Lesson 3.2 — Adding a New Lead to FUB (3:29)
Lesson 3.3 — Laws of the Pipeline & Lead Sources (20:12)
Lesson 3.4 — Lead Sources: What They Mean and How to Tag (6:39)
Lesson 3.5 — Smart Lists: Daily Workflow (19:22)
Lesson 3.6 — Tasks & Inbox: Never Miss a Follow-Up (6:00)
Lesson 3.7 — Appointment Forms (2:50)
Lesson 3.8 — Text and Email Templates (3:08)
Filters (1:46)
Panels Overview (5:45)
FollowUp Boss Quiz
SECTION 4: Working With Buyers
Lesson 5.2 — Buyer & Lender Handoff (2:22)
Lesson 5.3 — Mortgage Company Overview
Teach online with
Lesson 3.3 — Laws of the Pipeline & Lead Sources
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