- Login to Follow Up Boss
- Click Deals in the black menu bar
- Click Buyers > scroll to the far right and click “Add a Stage”
- Enter the name “Appointment Set” and click “Save Stage” button. Drag n Drop the Stage so that it becomes the 1st stage in the pipeline
- Repeat Steps 3 and enter the name “Appointment Met” and click “Save Stage” button. Drag n Drop the new Stage so that it becomes the 2nd stage in the Buyers pipeline
- repeat the process in steps 3-5 for the Sellers pipeline in FUB.
Click the pencil icon next to a Stage name to Edit the Name or Color of the Stage, or delete a FUB Stage