How do I get contacts out of Follow Up Boss?
Follow these steps to export your contacts from Follow Up Boss.
- Log in to your Follow Up Boss account.
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Click People in the main menu.
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Select the check box in the top left corner of the People table.
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Click Select all to select all contacts.
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Click the Export button.
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Select the Export all columns check box.
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Click Yes, export people.
Your contacts will be downloaded as a CSV file and may be found in the Downloads folder for your browser.
Now that you’ve exported your contacts, you’re ready to import into Top Producer® X CRM.
Log in to import contacts into Top Producer® X CRM
Still have questions? Please contact us at the information below.