Just a heads up. Deals custom fields dates WILL NOT sync to anyones google calendar. They can only be viewed within the FUB Calendar. *It would be super cool if it did sync to the google calendar though. Another thing to point out is Deals Custom fields CANNOT be used as a merge field for emails *this would also be really awesome if you could though..
Hi Psalm, the Follow Up Boss Success Community on Facebook would be a great place to ask about action plans! Here is how to join: help.followupboss.com/hc/en-us/articles/10925183549079
Just a heads up. Deals custom fields dates WILL NOT sync to anyones google calendar. They can only be viewed within the FUB Calendar. *It would be super cool if it did sync to the google calendar though.
Another thing to point out is Deals Custom fields CANNOT be used as a merge field for emails *this would also be really awesome if you could though..
Zane is THE DUDE
Do you have a community where I can ask for action plan ideas?
Hi Psalm, the Follow Up Boss Success Community on Facebook would be a great place to ask about action plans! Here is how to join: help.followupboss.com/hc/en-us/articles/10925183549079
How I wish we could enter the total commission and the agent would only see their split.