How to setup

NOTE: Skip this if your Gmail or Google Apps account is connected to FUB

1. Get your unique Follow Up Boss email address

2. Login to HAR.com (https://members.har.com/login/dispLoginM.cfm?app=MOP&UserType=M)  and go to "Leads / Appt"

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3. Click on Click Here to change the email address:

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4. Go to Personal Information (Change email, Phone, etc.) 

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5. Change the Association Email to your Follow Up Boss lead email then hit Submit.


Please note that it takes at least 24 hours for the change to take effect.

Test it out


Once you have changed over your HAR.com email address you can test it out by going to HAR.com finding your profile and submitting an inquiry. You should receive an email notification from Follow Up Boss and see the lead in the system under "Leads Today" and the "Leads" stage. 

Notes


The fields parsed from HAR.com are Name, Email and Phone Number. A copy of the original lead email will also be sent to you and stored in Follow Up Boss.

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