Using Filters and Smart Lists to customize your FUB

This Office Hours session is focused on ways to use Filters and Smart Lists to customize your FUB and find leads to follow up with.
Learn about filters and columns in FUB, saving/organizing Smart Lists, and ideas for follow up with the contacts in your lists.

[@jessicagreen2351]

22:03- it would be so great if the new AI call summaries had a button to “summarize and replace Background” because my success rate in jotting a quick background summary isn’t great 😬

[@heartsandblood11]

May you please drop the link to all the office hours ever :)