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How can I customize the follow-up workflows in Follow Up Boss?

surendra pratap shah . Jan 03, 2025

A:

In Follow Up Boss, you can customize follow-up workflows by creating automated email and text sequences that are triggered based on lead status or behavior. These workflows can be tailored for different types of leads, such as hot, warm, or cold, and can include reminders, task assignments, and follow-up emails.

Jan 06, 2025

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