First-Time Setup Steps

1. Accept your invitation

• Look for an email: “Kevin invites you to Follow Up Boss”

• Click Create My Account

  

• Set your password > Agree to the terms > Log in

Note: This is the password you’ll use on both desktop and mobile.

• Go to your initials (top-right) → My Settings

• Scroll to the Email section → Click “Sign in with Microsoft.”

• Follow Outlook prompts to connect

• This syncs your conversations with leads, regardless of whether you email from FUB or Outlook

• Required for Zillow-powered features and lead syncing

  

• Go to My Settings to update your call preferences and email signature

• Click the Bell icon > Settings to customize notifications

• Enable all notifications to stay alert to new leads and replies

• Download for iPhone

• Download for Android

• Allow notifications, contacts, and mic access