The Lone Wolf Transact integration allows you to view or create transactions directly from Follow Up Boss. Once connected, you can manage transactions without switching tabs or duplicating work.

Contacts sync one way from Follow Up Boss into Lone Wolf. Transactions created for those contacts can then be accessed from within Follow Up Boss.

Before you begin

• You must have an active Follow Up Boss account.
• You must have an active Lone Wolf Transact account.
• You must have admin access in Follow Up Boss to enable integrations.

Enable the embedded app

1. Log in to Follow Up Boss.
2. Go to Admin.
3. Click Integrations.

4. On the Integrations page, find and select the Lone Wolf tile.

5. Click Enable to activate the integration.

You will be redirected to the Lone Wolf integration page once it is enabled.

Sign in and link your accounts

1. In Follow Up Boss, go to People.
2. Select any contact.
3. On the right-hand side, locate the Lone Wolf integration panel.
4. Click Sign in to Lone Wolf.

If you are not already logged in to Lone Wolf, you will be prompted to sign in in a new tab.

After signing in, you will be redirected to the contact’s settings page to link your Follow Up Boss and Lone Wolf accounts.

Linking your accounts automatically syncs your contacts from Follow Up Boss into Lone Wolf.

Note: This is a one-way sync. Contacts flow from Follow Up Boss into Lone Wolf, not from Lone Wolf into Follow Up Boss.

If you are not redirected automatically, you can manually link your account:

1. In Lone Wolf, go to Contacts (or Relationships).
2. Click your avatar in the top right.
3. Select Settings.
4. Under Integration Settings, select Connect your Follow Up Boss account.

Create and view transactions

Once your accounts are linked, you can manage transactions directly from Follow Up Boss.

1. Open any contact in People.
2. Locate the Lone Wolf panel on the right-hand side.

If the contact does not have any linked transactions, you will see a Start a Transaction button.

• Click Start a Transaction, or
• Click the plus icon to create a new transaction.

This opens Lone Wolf Transact’s Create a Transaction wizard in a new tab.

On the Parties step, the Follow Up Boss contact information automatically populates. You can then complete the property details and finish creating the transaction.

Ongoing use

After you create a transaction:

• The transaction appears in the Lone Wolf panel within Follow Up Boss.
• You can click any listed transaction to open it.
• You can use the plus icon at any time to start a new transaction.

Once your accounts are linked, transactions created in Lone Wolf for contacts that originated in Follow Up Boss will automatically appear in the Lone Wolf panel inside Follow Up Boss.

This setup allows you to manage contacts and transactions in one place, reduce duplicate data entry, and streamline your workflow.