video1.0<iframe src="https://www.loom.com/embed/b822a5f6587e4f34bd55e8e6d377a8f5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/b822a5f6587e4f34bd55e8e6d377a8f5-1ca0482718a78d8c.gif474.75In this video, I define key components of the admin panel in Follow Up Boss, focusing on lead flow, actions, action plans, automations, email templates, and groups. I explain how to set up lead distribution, whether you're part of a team or an individual agent, and the importance of managing your inbox and tasks effectively. I also touch on the transition to Automations 2.0 and the need for compliance reviews on action plans. If you have questions or need updates on your smart lists, please reach out to your success manager or email admin at keytechnology.com. Make sure to keep your inbox clear and utilize tasks for important follow-ups!