InterFace provides a seamless integration with Follow Up Boss (FUB), allowing agents to efficiently manage and track multiple appointments within the system. Click here for a demo video. Here's a step-by-step guide on how to utilize InterFace to set multiple appointments in FUB:
1. Creating a New Opportunity:
- Agents start by accessing InterFace's embedded app and filling out the appointment form to create a new opportunity.
- Upon submission, InterFace simultaneously generates an appointment and a deal in Follow Up Boss, along with an opportunity within its own embedded app.
2. Filling out the Disposition Form:
- After the initial appointment is set, agents can proceed to fill out the disposition form by clicking on the newly created appointment opportunity.
- This action updates the Appointment Outcome within FUB's appointment section and transitions the deal stage to "Appointment Met," reflecting the status change in the embedded app.
3. Setting Another Appointment:
- If the agent needs to schedule another appointment before advancing to the Signed stage, they can easily do so by accessing the Met opportunity within the embedded app.
- By clicking on the Met opportunity, agents can fill out the appointment form again, initiating the creation of a new appointment within Follow Up Boss.
4. Consistency Across Platforms:
- Despite setting multiple appointments within FUB, InterFace ensures consistency across platforms by maintaining the deal stage as "Appointment Met" and updating the opportunity stage accordingly within its embedded app.
- Additionally, stages in other platforms like Sisu also reflect the "Appointment Met" status, preserving data coherence and streamlining the agent's workflow.
This is a setup-on-request feature. To have this is functionality turned on, please reach out to [email protected].
InterFace simplifies the process of setting and managing multiple appointments within Follow Up Boss, offering a cohesive experience across platforms. By leveraging its integrated features, agents can efficiently schedule, track, and update appointments while maintaining consistency and accuracy in deal stages and opportunity statuses.