How to use Action Plans for better follow up

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  • Опубликовано: 17 сен 2024

Комментарии • 6

  • @livnsouthflorida
    @livnsouthflorida Год назад +4

    I have gone through a lot of these videos and notice that these tactics and tricks are for buyer leads/prospects I work mainly with sellers... does Follow up boss have a best practice video for seller leads??

  • @AustinDJones
    @AustinDJones 7 месяцев назад

    Is it possible to have a Birthday Action Plan actually scheduled based on someone's actual birthday?

  • @andrewj.cignaa
    @andrewj.cignaa Год назад

    When i duplicate the action plan it does not save it. I duplicated an action plan and made a bunch of changes but it didnt save.

    • @FollowUpBoss
      @FollowUpBoss  Год назад

      Hi Andrew. When you duplicate the Action Plan, there is a "Save" button in the top right corner of the Action Plan. Press that button and it will save to your account.

  • @andrewj.cignaa
    @andrewj.cignaa Год назад

    I created an action plan but it doesnt save. Sometimes this software is so frustrating.

    • @FollowUpBoss
      @FollowUpBoss  Год назад

      Hi Andrew, I'm sorry to hear about your experience. Please send an email to support@followupboss.com so they can take a look and help.