Overview

This SOP outlines how to connect your Follow Up Boss (FUB) account with Rechat to sync your contacts and streamline your workflow.

Steps

Option 1: Via My Profile

1. Click your name in the top right corner of Rechat.
2. Navigate to My Profile → Integrations.
3. Locate the Follow Up Boss option and select it to begin the sync.
4. If the option does not appear right away, refresh your browser and check again.
5. If the Follow Up Boss option is still not visible, contact Rechat support at [email protected] for assistance.

Option 2: Via the People Section

1. Navigate to the People section in Rechat.
2. Select New Contact.
3. The Follow Up Boss integration option will be available from there.

Additional Resources

For more details, refer to Rechat's help article: https://help.rechat.com/guides/crm/contacts/follow-up-boss-fub-integration

Important Notes

• This integration is currently in beta. The Rechat team is actively working to improve it.
• If you experience any issues, reach out to [email protected] for assistance.