Missing Appt Form Link
Daniel Poston avatar
Written by Daniel Poston
Updated over a week ago

Missing Appt Form Link

If the Appointment Form Link hasn't yet appeared in a lead record, follow these steps to submit an Appointment Form entry.


1. Open a blank (Non-Pre Populated) Appointment Form

2. In the FUB lead record that you've scheduled an appointment with, copy the lead ID

3. Paste the lead ID into the 'Follow Up Boss Lead ID' field on the appointment form

Did this answer your question?