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.
π Step 1 β Find the BrokerBlocks Widget
Open any Lead Profile in Follow Up Boss
Scroll to the bottom of the widget sidebar on the right-hand side
Locate BrokerBlocks
β¬οΈ Step 2 β Drag It to the Top
Hover over the BrokerBlocks widget
Click and hold the vertical dots that appear
Drag the widget up the sidebar and release it where it's most convenient for your workflow
π‘ 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.
π‘ 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.

