Skip to main content

How to Find or Organize the BrokerBlocks Widget in Follow Up Boss (FUB)

Keep BrokerBlocks front and center for quick, seamless access during every client interaction.

Updated over 2 weeks ago

Once the BrokerBlocks widget has been enabled by your admin, each team member can personalize their own Follow Up Boss view. By moving the widget higher in the sidebar, you'll always have it front and center β€” no scrolling required.


πŸ” Step 1 β€” Find the BrokerBlocks Widget

  1. Open any Lead Profile in Follow Up Boss

  2. Scroll to the bottom of the widget sidebar on the right-hand side

  3. Locate BrokerBlocks


⬆️ Step 2 β€” Drag It to the Top

  1. Hover over the BrokerBlocks widget

  2. Click and hold the vertical dots that appear

  3. Drag the widget up the sidebar and release it where it's most convenient for your workflow

πŸ’‘ Pro Tip: Each team member should do this once after the widget is enabled. It's a 10-second setup that pays off on every client interaction.


πŸ’‘ Why This Matters

  • Keeps BrokerBlocks front and center in your FUB workflow

  • Eliminates scrolling so you can focus on the client, not the interface

  • Helps your entire team work faster and more consistently


Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com β€” we're happy to help.

Did this answer your question?