Within Agent Legend, you can easily mine through your Follow Up Boss contact database using Tags and Zapier. Here are the steps:
- Start with a test contact in FUB.
- Create a new tag in FUB and assign this to your test contact. This new tag will be used to send contacts to your campaign in Agent Legend, so be sure to name it something you'll recognize for this purpose. For Example: Agent Legend - "Name of Campaign"
- Create a new Zap with FUB as the trigger step and Agent Legend as the action step.