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Search results for: follow up boss

Video: Follow Up Boss

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Written by Rain
Updated over a week ago

Follow Up Boss Set Up

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Connect to Follow Up Boss

How to Get Your API Key in Follow Up Boss… How to Connect your OTC Account to Follow Up Boss… Follow Up Boss Access Issue
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Follow Up Boss Contact Widget

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Follow Up Boss Deal Sync

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Updated over a week ago

Follow Up Boss Connection and Content Sync

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Updated over a week ago

Deal Sync

Assign To Follow Up Boss Contacts… Follow Up Boss Users… Push the "Deal" status and details into Follow Up Boss
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Updated over a week ago

Import Contacts from FUB

Import Contacts from Follow Up Boss
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FUB Assign a Task

Assigning a Task in Follow Up Boss… Step 4: To delete a task, simply click the Delete Follow Up Boss Task link button
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FUB Widget

Add the property to the Open To Close Follow Up Boss widget for selected contacts… Step 1: Go to the FUB Widget then search for the Follow Up Boss Contacts and hit the +Add button… Note: The permissions are applied to all Follow-Up Boss contacts assigned to this role
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Written by Rain
Updated over a week ago