Creating Deals

Tracking your deals in Follow Up Boss lets you connect lead source to closed transaction. This can help you manage the process, see where your deals are coming from, and importantly, let you report on exactly how big your pipeline is. Each deals pipeline holds a series of stages which represents the lifetime of a deal from creation to close. In Foll...

How can I add, edit, or delete my pipelines and their stages?

Note: only account owners may add, delete, and edit pipeline and stages. Manage Pipelines To manage your pipelines, open up the Deals screen and click on the Settings icon next to your pipelines. From this screen, you can add a new pipeline, rename and re-order existing pipelines, and delete pipelines. Create a New Pipeline Stage From the Deals scre...