Mojo Sells Integration
What is doesn't do:
The integration is not designed to call your existing Follow Up Boss leads. If you are looking to call your leads already in Follow Up Boss you may want to consider using click to call software or dialing them manually as the integration is designed for the Expireds / FSBO's workflow.
What it does do:
Syncs your Mojo leads to Follow Up Boss. This is ideal for when you are prospecting Expireds and FSBO's in Mojo's dialer and make contact with someone and want to transfer them to Follow Up Boss for further follow up.
How to set it up:
1. Copy your Follow Up Boss API key from the My Settings screen
3. Click the Follow Up Boss drop down, check "Use Follow Up Boss" and enter API Key then click "Set"
4. Click manage stages and select the stages you would like to sync
There are 3 options depending on if you want to not sync that stage, sync from mojo to FUB or sync both ways. You can also select to only have your not contacted leads populate if you wish. Contacted is a status inside Follow Up Boss.
5. Click sync
A summary of the synced contacts will appear. If you have more than 50 contacts you need to sync in multiple steps.
How it works in Mojo
Stages are synced to what Mojo calls "Lists". A special Follow Up Boss icon appears so you can easily tell which stages/lists are synced.
Notes from Mojo are synced across to Follow Up Boss.
What is Mojo Sells
Mojo is a dialer program that lets you quickly call lists of leads. You can get more information at http://www.mojosells.com
Sorting by last added in Mojo
You need to add the "Edit Date" to the lead columns and sort by that field.