Follow Up Boss has a customized import tool that provides a seamless process for importing contact and note files. No need to worry as we will automatically link the notes with the correct contact in Follow Up Boss.
Need Help? You can email your contacts file and notes file to imports@followupboss.com and we can help import them. You can find more details on how importing works in our importing guide.
Detailed Import Instructions
BoomTown
To import your contact database, notes, and call notes, check out Importing Contacts & Notes from BoomTown.
Copper
To import your contacts and notes, check out Importing Contacts & Notes from Copper.
Liondesk
To import your contacts and events, check out Importing Contacts & Notes from Liondesk.