Creating Deal Stages
Instructions:
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Login to Follow Up Boss.
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Click Deals in the black menu bar:
![](https://downloads.intercomcdn.com/i/o/250414015/01f1b5f32b3b135279ecb8e4/Screen+Shot+2020-09-28+at+12.06.08+PM.png)
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Click Buyers, scroll to the far right and click Add a Stage.
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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:
![](https://downloads.intercomcdn.com/i/o/250416306/c1689418512dcdb9f7be2847/Screen+Shot+2020-09-28+at+12.12.39+PM.png)
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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:
![](https://downloads.intercomcdn.com/i/o/250416640/f76ec5add9b252b44e7613e6/Screen+Shot+2020-09-28+at+12.13.39+PM.png)
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Repeat the process in steps 3-5 for the Sellers pipeline in Follow Up Boss.
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Add a Deal Stage named Listed after the Appointment Met.
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Add a Deal Stage named Signed and set it between the Appointment Met and Listed Deal Stages:
![](https://downloads.intercomcdn.com/i/o/250417277/633c97f71427d272c11aceb1/Screen+Shot+2020-09-28+at+12.15.37+PM.png)
*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.
FAQ: Follow Up Boss to Sisu Integration
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