How to Use Follow Up Boss
A beginner-friendly guide to getting started with Follow Up Boss in 2026.
Getting Started: Step by Step
Create your Follow Up Boss account
Visit Follow Up Boss's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Follow Up Boss workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore lead-management
One of Follow Up Boss's key features is lead-management. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore auto-assignment
One of Follow Up Boss's key features is auto-assignment. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore calling
One of Follow Up Boss's key features is calling. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Follow Up Boss with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Follow Up Boss for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Follow Up Boss's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Follow Up Boss's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Follow Up Boss isn't the right fit, here are some similar tools:
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