- 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.