1. Copy your Follow Up Boss lead routing email address.

2. Login to Dave Ramsey here: https://elp.daveramsey.com/admin/

3. In Dave Ramsey, click Account, then click Account Profile.

4. Scroll down to Third Party CRM Information and select Follow Up Boss.

5. Paste your Follow Up Boss lead routing email address (from step 1 above).

6. Click Save.


Note: When you receive a Dave Ramsey lead you will still need to click the link in the Dave Ramsey email to get the lead information which will then be sent to Follow Up Boss:


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