This training session will show you how to track all your deals in Follow Up Boss. Zane and Lee will cover the basics along with cool tricks like Deals custom fields, and using Deals in Automations and Action Plans.
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
