- text messages
- email marketing campaigns
If you use the calling feature in Follow Up Boss, calls will be logged automatically on the timeline, or you can manually log a call.
Action plan emails include a link to see action plan details such as steps that were executed for that action plan and steps that are scheduled in the future. This link is available for action plan emails sent from November 2016 and later. Action plan emails that were sent before November 2016 are displayed on the Timeline, but don't have a link to see action plan details; you can still see action plan details in the action plans box on the right.