Follow Up Boss Automation

I) Update Deal Stage

When the Disposition form is submitted, if the appointment happened as indicated by the ‘Appt Disposition: Did the Appt Happen?’ field, any related Deals created by the Assignment (or Appointment) form will be updated to the ‘Appointment Met’ stage in their respective pipelines.

II) Update Contact Stage

The contact stage can be updated by the Disposition form

III) Trigger Action Plans

The form can trigger specific action plans.

IV) Add Tags

The form can apply any tags you want to add to the contact record.

Sisu Automation

I) Update Clients

When the Disposition form is submitted, if the appointment happened as indicated by the ‘Appt Disposition: Did the Appt Happen?’ field, any related Clients created by the Assignment (or Appointment) form will be updated to the ‘Appointment Met’ status.