How to Setup and Optimize Calling

To ensure a great experience using the Follow Up Boss Calling feature it is important to complete the recommend setup steps prior to making calls.     Calling Setup  Browser Download and install Google Chrome, our supported browser for Calling. Once installed, ensure you have the latest version by clicking the green update button. Copy/paste this li...

Microphone Settings in Google Chrome

To make sure your microphone settings are properly configured for Calling in Google Chrome: 1. Open Google Chrome 2. Click the "more" icon at the top right of Chrome and then click Settings. 3. At the bottom, click Advanced. 4. Under "Privacy and security," click Content settings. 5. Click Microphone to open your microphone settings. 6. On your micr...

Edit Virtual Phone Numbers

Virtual Phone Numbers are given to every account, as well as for each user who has Calling enabled. These are the numbers your texts and calls come from. Picking a number To update a virtual phone number, start by searching for the desired area code and clicking "Find available numbers". You'll then be presented with some available numbers. Select o...

Call Recording

Useful for coaching purposes, our call recording feature is available to any account with Calling enabled. How to enable for your account 1. Account Owners will navigate to Admin > Company Settings 2. Click the circle next to "Enabled" 3. Save Note: Make sure to check which laws apply to you with your lawyer before enabling this feature as some s...

Voicemail Transcription

Voicemail transcription makes follow up faster and more streamlined. You'll be able to: Quickly identify the contact's needs. View their message even if you're not able to listen to audio at the time. Prioritize your callbacks. Keep better records without needing to take additional notes or re-listen to recordings. How It Works Follow Up Boss automa...

Port Phone Numbers to Follow Up Boss

If you already have phone numbers that are being used for your business it's usually possible to bring them into the Follow Up Boss system for making and receiving calls. This is a long process that requires documentation to be submitted. Important information to know before starting your number port Not all numbers can be ported, it depends on what...

Managing your phone numbers

When at least one user has the calling add-on enabled in Follow Up Boss, you will see the 'Phone Numbers' tab appear in the Admin menu. From this page you can change the numbers of your users, and even reassign them to different roles. Overview The Phone Numbers page will show you every phone numbers available on your Follow Up Boss account. That is...

How can I try calling for free?

You can try the calling add-on for free before you buy it. With the calling add-on, any user in Follow Up Boss can make and receive calls and texts from a personal phone number that only they have access to. You can create a calling list to quickly reach out to your contacts, promote your unique number on marketing materials, and more! To try callin...

Calling Basics

Make, Record, and Log Calls with a Single Click in Follow Up Boss This has been one of the most heavily requested features from Follow Up Boss customers. Like everything we do, we spent hours upon hours with our power user customers understanding how to build a tool that seamlessly fit into their workflow and wouldn’t just provide incremental benefi...

Missed Calls and Voicemail

Under My Settings you can choose to have call forward to your phone app (recommended for most agents) or to your Follow Up Boss Voicemail (recommended for ISA's). Recording a Voicemail Missed calls and voicemails show up in the Inbox. Follow Up Boss will also automatically transcribe your voicemails. (More Info)...

Call Transferring

Transferring a call in Follow Up Boss is easy. During a call simply click the transfer icon. You can then search for and select a team member or shared inbox to transfer the call to.  This will initiate a warm transfer. A warm transfer will place the lead on hold while the new team member is dialed.  This allows you to explain the nature of the call...

Call Lists

Call Lists allow you to create a list of contacts that can be called in rapid succession using our calling add-on. By using the Call List feature, you'll be able to call your leads at lightning speed, saving you time from clicking around and keeping you focused throughout your list. You will need our Pro or Platform plan to utilize this feature. (Li...

Call Reporting

Click Reporting > Calls to see the number of calls made, conversations, and received calls.  In the top right, you can adjust the time period. Note: Call reporting requires at least two team members in your FUB, with at least one user that has the paid calling add-on. Call Columns On the People screen, you can enable columns for the last call, ca...

Block Phone Number or Email

If you're receiving unwanted communication, it's easy to block phone numbers or email addresses. How to Block a Phone Number or Email 1. From your Inbox, select the communication you wish to block: 2. Click the ellipsis (...) at the top right of the communication string, then choose the block option from the dropdown: Managing Your Block List Team A...

Team Inbox

Capture & Track High-Value Leads Using Team Inbox Centrally track inbound calls. (E.g. Sign calls, ad inquiries, etc.) Seamlessly connect priority leads with someone on your team. Handle all calling in one, central system. Ensure no calls slip through the cracks! Streamlining Your Conversations & Optimizing Usage Our goal with the Team Inbox...

Using Shared Inbox

Shared inboxes are the perfect way to help your team collaborate on following up with incoming calls and texts. When you create a shared inbox you can select who has access, a phone number, and call routing behavior. Each shared inbox gives your team an additional company phone number that can be used for receiving calls and texts as a team. Phone c...