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Followupboss Workflow

Made by Mark Carvalho with Scribe

1. Navigate to https://carvalhorealestate.followupboss.com/2/

2. Click "People"

3. Click "Kay Halbeisen"

4. Click here.

5. Click here.

6. Click here.

7. Click "How it works"

8. Click here.

9. Click "VIEW ALL (1)"

10. Click here.

11. Click "Search Kay Halbeisen"

12. Switch to tab "https://www.google.com/search?q=Kay Halbeisen"

13. Click "Inbox"

14. Click "Tasks"

15. Click "Calendar"

16. Click "Deals"

17. Click "How Deals work"

18. Click here.

19. Click "Sellers"

20. Click "Buyers"

21. Click "add deal"

22. Click here.

23. Click "Sellers"

24. Click "add deal"

25. Click "Add price"

26. Click this icon.

27. Click "Reporting"

28. Click "total lead count and total agent activity"

29. Click "total lead count and total agent activity"

30. Click "Lead Sources"

31. Click "Properties"

32. Click "which property has the most inquiries"

33. Click "which property has the most inquiries"

34. Click "Marketing"

35. Click "How Reporting works"

36. Click this icon.

37. Click "Deals"

38. Click this icon.

39. Click here.

40. Click here.

41. Click "Current deals"

42. Click here.

43. Click "All Sources"

44. Click here.

45. Click here.

46. Click "Appointments"

47. Click "Add Appointment"

48. Click here.

49. Click "Admin"

50. Click "Help"

51. Click "Groups"

52. Click "Add Group"

53. Click here.

54. Click here.

55. Click "Team"

56. Click "+ Add Users"

57. Click "Cancel"

58. Click "Action Plans"

59. Click "Action Plan"

60. Click here.

61. Click here.

62. Click "Action Plans"

63. Click "Folder"

64. Click "Cancel"

65. Click "All Action Plans"

66. Click "Assign to a lender"

67. Click "Automations"

68. Click "Past Client Saved Home"

69. Click "Automations"

70. Click "Add automation"

71. Click "Property Viewed"

72. Click "Automations"

73. Click "Ponds"

74. Click "Email Templates"

75. Click "Email Template"

76. Click this button.

77. Click this icon.

78. Click this icon.

79. Click here.

80. Click "All Email Templates"

81. Click "Text Templates"

82. Click "Text Template"

83. Click this icon.

84. Click "Folder"

85. Click this icon.

86. Click "All Text Templates"

87. Click "Import"

88. Click "Step 1: Import your contacts"

89. Click "Custom Fields"

90. Click "Add Custom Field"

91. Click "Cancel"

92. Click "Billing"

93. Click "Stages"

94. Click this icon.

95. Click here.

96. Click "Add Stage"

97. Click here.

98. Click here.

99. Click this icon.

100. Click "Phone Numbers"

101. Click "New Port Request"

102. Click this icon.

103. Click "Tags"

104. Click "Tags"

105. Click "Integrations"

106. Click here.

107. Click here.

108. Click here.

109. Click here.

110. Click here.

111. Click "Company"

112. Click "More"

113. Click "API"

114. Click this icon.

115. Click "How API works"

116. Click this icon.

117. Click "API"

118. Click "Appointments"

119. Click here.

120. Click here.

121. Click here.

122. Click here.

123. Click here.

124. Click here.

125. Click the "Search Email Templates" field.

126. Click here.

127. Click "Contact First Name"

128. Click this icon.

129. Click this icon.

130. Click here.

131. Click here.

132. Click here.

133. Click "Agent > Client + Lender intro"

134. Click this icon.

135. Click here.

136. Click "Add Type"

137. Click here.

138. Click "Add Outcome"

139. Click here.

140. Click this button.

141. Click here.

142. Click here.


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