Integrating with Follow-Up Boss allows you to automatically create new records in your CRM system. There are three types of sync available:

  1. All Leads - when activated every lead that is accepted into the my +plus leads system will be pushed into Follow-Up Boss.
  2. Manual - allows you to push individual records to Follow-Up Boss at the time of calling or editing records in the +plus portal.
  3. Batch - select a group of records and create multiple contacts at one time.

 

Activating the sync

  • Choose "Options/Preferences -> Data Integration"
  • Select "Follow-up Boss" from the drop-down
  • Select "Add User"