How to use Follow Up Boss with AMcards.
Connecting AMcards to Follow Up Boss
Install the AMcards app in your Follow Up Boss account.
Copy your API key from Follow Up Boss here.
Go to view a Person in Follow Up Boss. Click the "Connect to AMcards" button in the AMcards app. You will be taken to an AMcards page where you can paste your Follow Up Boss API key. If you are not logged in you will be prompted to login to your AMcards account. Paste the key and click "Submit".
Once you paste the API key and click submit you'll be directed to AMcards.com and will see a message letting you know you've connected to Follow Up Boss.
Close the AMcards window then go back to your Follow Up Boss tab and refresh the page. You're now connected!
Disconnect AMcards from Follow Up Boss
The card templates that show up in the "Choose Template" menu on Follow Up Boss are ONLY your Quicksend Templates.