Tips to Maximize the New 2025 Follow Up Boss Features

The 2025 Follow Up Boss updates introduced faster workflows, smarter automations, and more reliable tools — but the agents who benefit most are the ones who know how to use these features consistently and strategically.

This final part of the series gives you a practical, easy-to-follow set of tips you can apply immediately to make the most of these updates.

1. Clean Your Database Weekly

A clean database is the foundation of an efficient CRM.

✔ Do this weekly:

• Remove duplicate leads

• Update lead stages

• Add missing tags

• Clean old Smart Lists

• Review long-term nurture automations

  
  

Why it matters:

Clean data = faster Smart Lists + better automation accuracy.

2. Create Automation Rules for Behavior, Not Just Timing

The 2025 update allows deeper logic.

✔ Build automations based on:

• Email opens

• Link clicks

• Pipeline stage changes

• Lead source

• Tag updates

• Website activity

Behavior-based automations make your follow-up more personalized and more effective.

3. Use Mobile FUB for Instant Reactions

The mobile app is now fast enough to rely on.

✔ Ideal mobile habits:

• Respond to new leads instantly

• Return missed calls quickly

• Check inbox + Smart Lists on the go

• Add notes after appointments

Fast reactions = higher conversions.

4. Make Smart Lists Your “Home Base”

Smart Lists got major upgrades in 2025 — use them.

✔ What to do inside your Smart Lists:

• Call hot leads

• Sort by latest activity

• Remove useless tags

• Trigger automations with new tags

• Re-prioritize nurtures

Smart Lists are the foundation of an efficient workflow.

5. Use Calling Blocks + New Logging Features

The calling improvements were built for consistency.

✔ Use calling blocks for:

• New lead outreach

• Nurture follow-up

• Appointment confirmations

• Pipeline check-ins

Clearer logging helps track what’s working.

6. Rely on Notifications (They’re More Accurate Now)

Notifications finally do what they’re supposed to.

✔ Notification tips:

• Keep mobile notifications enabled

• Use desktop alerts during work hours

• Open task reminders right away

• Respond to mentions from teammates

Every notification = an opportunity not to miss.

7. Use the 2025 Speed Improvements to Your Advantage

FUB runs smoother now — make speed part of your workflow.

✔ Work faster by:

• Opening multiple Smart Lists

• Switching between inbox + people

• Multi-tasking live calls + email follow-ups

• Using desktop + mobile seamlessly

Speed is a competitive advantage.

8. Build a Weekly Review Routine

Use Fridays or Sundays to review:

• All new leads

• Missed tasks

• Automation performance

• Tags + stages

• Conversion trends

This routine keeps your pipeline tight and effective.

Final Takeaway

The Follow Up Boss 2025 updates were designed to make agents:

• Faster

• More organized

• More consistent

• More automated

• More connected

• More reliable

When used correctly, these features can dramatically increase your follow-up quality and overall conversion rate.