Popular Follow Up Boss + Vectera Workflows
When Deal is created in Follow Up Boss > Create meeting room in Vectera
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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.
See Follow Up Boss IntegrationsVectera creates the meeting room of tomorrow. You can share screens, control slides and applications from your phone or tablet, and work together with other participants - even if they are not co-located.
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