Update Follow Up Boss deals as files move
Keep each Follow Up Boss deal stage in step with its Joymore file
When a file's status changes
What Joy does
When a file is accepted, goes pending, closes, or falls through in Joymore, Joy moves the linked Follow Up Boss deal to the stage you mapped. Joy changes only the stage, never deletes deals, and leaves deals with no linked file alone.
Who it's for
CRM administrator or transaction coordinator
Connects to
During setup
Joy will help you:
- Choose the Follow Up Boss account and deal pipeline.
- Map each Joymore file status to a Follow Up Boss deal stage.
- Review any Follow Up Boss automations tied to those stages before turning this on.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
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