Follow Up Boss Automation Setup for Leadngage Action Plan

Follow Up Boss

  1. 1. Go To Our automation and Import it into your Follow Up Boss

    Go To Our automation and Import it into your Follow Up Boss

  2. 2. Click on Action plan and replace it with the action plan you want to add people to

    Click on Action plan and replace it with the action plan you want to add people to

  3. 3. Select the action plan you want to use

    Select the action plan you want to use

  4. 4. Turn on automation and save

    Turn on automation and save

  5. 5. Go to your people

    Go to your people

  6. 6. Check the people you want to add to the action plan

    Check the people you want to add to the action plan

  7. 7. Click on Add Tags

    Click on Add Tags

  8. 8. Add or create the leadngage_action_plan and save

    Add or create the leadngage_action_plan and save

  9. 9. Check leadngage_action_plan

    Check leadngage_action_plan