Map Follow Up Boss stages

Choose which Relivo lead stage each Follow Up Boss stage becomes, or bring people in as contacts only.

Follow Up Boss keeps one list of stages, while Relivo gives each contact a lead stage and keeps a client’s progress on their deal. The stage mapping decides where each Follow Up Boss stage lands.

The suggested choices

Relivo suggests a choice from each stage’s name, and uses it for any stage you don’t map:

• Contact only, not a lead: Past Client, Sphere, Trash, Unresponsive, Archived, Unqualified, Do Not Contact, Closed, Sold, and a stage called just Contact or Contacts.
• Qualified: Hot Prospect, Nurture, Warm, Active Client, and client stages such as Showing, Offer, Pending, Under Contract and Listed.
• Contacted: Attempted Contact, Contacted, Engaged.
• New Lead: Lead, New, and anything else.

Client stages also get a deal

People in a stage that means they’re already a client arrive with a deal at the matching stage:

• Showing becomes a Buying deal at Showing, and Offer a Buying deal at Offer.
• Listing Appointment or Listing Agreement becomes a Selling deal at Listing appointment, and Active Listing or Listed a Selling deal at Listed.
• Pending or Under Contract becomes a deal at Under Contract, on Selling for a seller and Buying for everyone else.
• Active Client becomes a Selling deal at Listed for a seller, otherwise a Buying deal at Showing.

Buyer or seller comes from each person’s type in Follow Up Boss.