Instructions:

  • 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 and drop this Stage so that it becomes the first stage in the Buyers pipeline:
  • Repeat Step 3 and enter the name Appointment Met and click Save Stage button. Drag and drop the new Stage so that it becomes the second stage in the Buyers pipeline:
  • Repeat the process in steps 3-5 for the Sellers pipeline in Follow Up Boss.
  • Add a Deal Stage named Listed after the Appointed Met.
  • Add a Deal Stage named Signed and set it between the Appointment Met and Listed Deal Stages:

*Click the pencil icon next to a Stage name to edit the name or color of the Stage, or to delete a Follow Up Boss Stage.

Here is a knowledge-based article explaining Follow Up Boss to Sisu FAQs:

FAQ: Follow Up Boss to Sisu SynchBot

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