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 and drop this Stage so that it becomes the first stage in the Buyers pipeline.
  5. 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. 
  6. Repeat the process in steps 3-5 for the Sellers pipeline in Follow Up Boss.
  7. Add a Deal Stage named "Listed" after the "Appointed Met".
  8. 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.

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