CRM
Follow Up Boss for your Agent
Flow can look up contacts, companies and deals in Follow Up Boss, and with read and write access it can update records.
It asks for your approval before it changes anything in Follow Up Boss. Connect by signing in with Follow Up Boss.
Connect Follow Up Boss in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Follow Up Boss.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Follow Up Boss.
What Flow can do depends on what Follow Up Boss offers through its API and on the access you choose.
Things to ask
Type these to Flow once Follow Up Boss is connected.
- Follow Up Boss
Which Follow Up Boss deals are linked to tenders closing this month?
- Follow Up Boss
Create a Follow Up Boss deal for the Vienna hospital tender, with its value and deadline.
About Follow Up Boss
Follow Up Boss is a CRM designed for high-growth real estate teams. Centralize leads and follow-ups to drive smarter sales.
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