Automate the FUB Updates Your Agents Aren't Doing: Stage Updates | An InterFace Step-by-Step Guide
Learn how to automate your Follow Up Boss account using the InterFace automation platform. In this video, we’ll walk you through setting up automation for stage updates when a new lead is contacted. Save time and ensure no lead is left unattended with our step-by-step guide.
Chapters:
0:00 - Introduction: Overview of InterFace and Follow Up Boss integration.
1:45 - Use Case Explanation: Importance of stage updates for new leads.
3:30 - Creating an Action Plan: Setting up action plans in Follow Up Boss.
5:15 - Setting Up Workflow in InterFace: Creating and configuring workflows.
8:45 - Testing the Workflow: Running a test to ensure the workflow works.
10:00 - Exploring Further Automation: Additional automation possibilities.
12:30 - Conclusion: Schedule a demo and unique features of InterFace.
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