To document stage changes within your Follow Up Boss account, create the automation below.

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