Mastering FBS Contacts, Pipelines & Notifications

Call Date

Apr 10, 2025

Primary Topics

CRM, PAS

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Call Description

In this interactive Q&A, coaches learned how to manage contacts, pipelines, and tags within the FBS platform, including adding, deleting, merging, and segmenting contacts. The session covered using smart lists, bulk actions, and actionable tags for efficient lead nurturing, as well as troubleshooting import issues and notification settings. The call also demonstrated how to use the Lead Connector mobile app for real-time alerts and client communication, ensuring coaches never miss a hot lead or important update.

Why this call matters

  • Clarifies how to manage, segment, and nurture contacts for better lead flow.

  • Shows how to use pipelines and opportunity stages to track client progress.

  • Explains notification logic and how to ensure you’re alerted to new activity.

  • Demonstrates the value of the Lead Connector app for mobile management.

  • Provides troubleshooting tips for common FBS contact and messaging issues.

Key Points:

  1. Contact Management Basics (03:25) – How to add, edit, delete, and merge contacts in FBS, including DND settings.
  2. Using Tags & Smart Lists (06:16, 23:25) – Leveraging actionable tags and filters to segment and nurture leads, and saving smart lists for quick access.
  3. Bulk Actions & Importing (14:42, 18:52) – Sending bulk SMS/email, importing/exporting contacts, and ensuring consent for outreach.
  4. Pipeline & Opportunity Management (12:05, 51:45) – Assigning contacts to pipelines/stages, visualizing lead flow, and moving leads between stages.
  5. Conversations & Messaging (28:43) – Managing email/SMS conversations, using snippets, scheduling messages, and tracking opens.
  6. Notifications & App Integration (37:43, 58:20) – How FBS and the Lead Connector app handle notifications, and ensuring you’re assigned to contacts for alerts.
  7. Troubleshooting & Support (27:14, 28:00) – Fixing import/smart list issues, Google My Business integration, and when to escalate to support.
  8. Training Resources & One-on-One Help (47:10) – Where to find training videos and how to book a one-on-one for deeper help.

Key Takeaways:

  • Use actionable tags and smart lists to automate and segment lead nurturing.
  • Assign contacts to pipelines and move them between stages for clear sales tracking.
  • Install and use the Lead Connector app for instant notifications and mobile management.
  • Always ensure contact consent before bulk importing or messaging.
  • Bookmark the FBS training recordings page for ongoing learning.

Notable Quotes:

  • “Automatically, when somebody calls you, when somebody texts you, emails you, they get added into your system as if they were a prospect.”
  • “If you have the mobile app, it’ll actually send you a notification…get it, it’s well worth it.”
  • “If you see those named persons come in, maybe they’ve asked a question at some point, you want to check up on them—you want to give them a call whenever you’re able to.”

Action Steps from the Call

  1. Review and clean up your contacts, using tags and smart lists for segmentation (06:16, 23:25).
  2. Assign leads to the correct pipeline stages and move them as they engage (12:05, 51:45).
  3. Download and set up the Lead Connector app for real-time notifications (58:20).
  4. Check your notification assignments and escalate issues to support if alerts are missing (37:43).
  5. Bookmark and review the FBS training recordings for ongoing skill-building (47:10).

Resources & Tools Mentioned:

  • FBS (Focused.com Business Suite): CRM and automation platform for coaches.
  • Lead Connector App: Mobile app for notifications and contact management.
  • Google My Business Integration: For review requests and reputation management.
  • FBS Training Recordings: Library of topical and Q&A call replays.

Call Date: April 10, 2025

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