Are you looking for a way to keep track of your sales process and create task for yourself in Follow Up Boss? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Follow Up Boss for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Follow Up Boss or Trello With 1400+ Other Apps
Follow Up Boss
Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
Trello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.