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. Adding a team inbox number For managing different lead sources or marketing campaigns, you can add multiple numbers to an individual team inbox. To add a number to the Team Inbox, choose "Add Numbe...

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...