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Last Updated: 01/16/2025
in Guides By Topic Messaging
Learn how to automatically generate scheduled messages based on transaction dates being met or checklist tasks being completed. Introduction Communication is crucial, so sending messages at the right time can make all the difference. Set you...
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Last Updated: 01/16/2025
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Last Updated: 01/03/2025
in Guides By Topic Integrations
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The Paperless Pipeline embedded app brings key transaction details directly into Follow Up Boss (FUB), making it easy to view important transaction information alongside a contact's profile.
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Use this quick start guide to set up and use the Paperless Pipeline integration in Follow Up Boss (FUB), making it easy to view important transaction information alongside a FUB contact's profile.
To get started:
An admin ca...
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Last Updated: 10/21/2024
in Guides By Topic Docs
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Enable the Paperless Pipeline embedded app, allowing your team to connect to Paperless Pipeline inside Follow Up Boss.
Who Can Do This : Follow Up Boss Account Owners & Admins can enable the Paperless Pipeline embedded app.
To ena...
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View transactions linked to a lead to view key details and get quick access to the transaction.
Who Can Do This : Anyone can view Paperless Pipeline transactions they have linked with link a lead profile in Follow Up Boss.
To...
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Connect to your Paperless Pipeline profile in the embedded app within Follow Up Boss.
Who Can Do This : Anyone can connect to their Paperless Pipeline profile once an admin has enabled the embedded app.
To connect to your Paperless ...
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Link a lead profile in Follow Up Boss to a transaction in Paperless Pipeline to view key details and get quick access to the transaction.
Who Can Do This : Anyone can link a lead profile in Follow Up Boss with transactions in Paperle...