Importing Contacts

Importing your contacts is the best way to pick up where you left off with them. Use the tips below to get the information you need in Follow Up Boss and avoid the clutter of details you don’t need! Will I lose data when I move my contacts over to Follow Up Boss? When importing contacts, you can choose what you want (or don't want) to keep. Contact ...

Importing Contacts from Top Producer

Please follow the steps below to import your existing contacts from Top Producer into Follow Up Boss. 1. Export your existing contacts from Top Producer by following the steps here.  Please note: The recommended export options in Top Producer are CSV format and "Contact record and all addresses and communications" - see screenshot below: 2. After ex...

Importing contacts from Firepoint

How do I download my leads from Firepoint? In order to download your leads from Firepoint, you must have Admin access. Follow along with the video or step-by-step instructions below to learn how to do this.   Step 1: Start by going to your Leads page or the Company Leads page if you have Admin access.  Step 2: Scroll to the bottom of the page and us...