Trigger Automation when a Follow Up Boss Deal is Updated
In this video, we demonstrate how to trigger an action plan in Follow Up Boss when a deal field is updated. Specifically, we show how updating the "all contingencies removed" field to "yes" can automatically notify clients. Watch to learn step-by-step how to set up this powerful automation feature!
Chapters:
0:00: Introduction
1:12: Testing Data
1:53: Applying Action Plan, Deal Notification Process
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