Instructions

  1. Login to Follow Up Boss
  2. Click Deals in the black menu bar
  3. Click Buyers >  scroll to the far right and click “Add a Stage”
  4. 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 
  5. 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 
  6. 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

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