In order to effectively track and document the various stage changes that occur within your Follow Up Boss account, you can create an automation. This automation will help streamline the documentation of these changes, ensuring that you have a clear record of all transitions and updates within your account. By implementing this automation, you can enhance your workflow efficiency and maintain better oversight of your client interactions and progress.
Creating the Automation
Note: Automations can be created by owner and admin users.
1. Go to Admin > Automations > +Add Automation
2. Name the Automation ____ Stage Change (one of the stage names in your account)
3. Select Stage Changed > Choose Stage
4. Skip Conditions
5. +Add Action > Add Note
6. Add Note: Status Changed to (stage name) by (Merge Fields > Agent Name)
7. Click Run Once Per Person > Select Run automation multiple times per person
8. Save > Save & Enable
9. Repeat these steps for each stage in your account