Appointments Needing Updates
Step-By-Step Instructions
This reporting pulls straight from Follow Up Boss, so to update reporting– you’ll do this inside FUB.
Pull up lead in FUB
In the lead profile, go to the “Appointments” section, and click “view past” to pull up appointments associated with that lead:
Once expanded, you’ll be able to easily see which appointment/appointments are missing outcomes. The appointment “type” will show on the left, and outcome will pull to the right:
Next, you’ll simply click the appointment with a missing outcome and the “Edit Appointment” box will appear. This is where you’ll see the section to update the outcome. Once you select an outcome, you’ll click “Save Appointment” to finish updating:
For more info on updating appointments, here’s a helpful overview of Appointments & Events from Follow Up Boss.