Push Notifications (Mobile)
Push notifications alert you immediately on your phone when you receive new leads and when you receive text replies from your Follow Up Boss text messages. To test whether your push notifications are turned on, please follow the steps below: Log into Follow Up Boss (via followupboss.com) Click on your initials in the top right-hand corner and click ...
Settings
The Settings screen in the iPhone can be accessed by tapping your initials or avatar in the upper left corner of any screen. Here's how each setting can help you use the Follow Up Boss iPhone app more efficiently. Your app is up to date: If you see this you are using the most recent version of the app and taking advantage of all the newest enhance...
iPhone App
Haven't downloaded our app yet? Click here to get it from the App Store. --- Inbox The mobile inbox provides on-the-go access for all communications. Access emails, text messages, and calls in one central location. Your Direct Inbox View communication from your assigned leads by tapping the inbox icon: Text Messages: Indicated by a blue speech bubbl...
Push Notifications - iPhone
Push notifications alert you immediately on your phone when you receive new leads and when you receive text replies from your Follow Up Boss text messages. To test whether your push notifications are turned on, please follow the steps below: Log into Follow Up Boss (via followupboss.com) Click on your initials in the top right-hand corner and click ...
iPhone Dictation
The iPhone has a built in dictation feature that allows you to write messages with your voice. We have utilized this feature in the Follow Up Boss app so that you can easily write notes on your leads. Watch the video below to learn how to use this feature! For more information on the Dictation Feature on your iPhone, check out the help article from ...
iPhone App Connectivity Troubleshooting
If you see an alert in the app indicating that you should "check your internet connection and try again", please review the following: Verify that you are connected to WiFi If you are on public WiFi (e.g. Starbucks), ensure that you are properly signed in to their network. Sometimes pubic WiFi networks require users to sign in via a browser popup be...
Enable Calling on iPhone
Mobile calling gives you the ability to make and receive calls through the iPhone app using your dedicated Calling number. With the latest iOS release, calling is now enabled by default when a user logs in. However, if you find this turned OFF for some reason, below you will find the steps on manually enabling the Follow Up Boss calling. How to Ena...
iOS Calling
About The Follow Up Boss team has made a huge core change to how the iOS app makes and receives calls. This update not only ensures the best call quality available but also makes it dead simple for your team to track and log all their calls while they are out on the road! Preparing for Installation 1. Review Your Web Settings a. Ensure your direct ...
How to Log Calls on iPhone
To log a call using the iPhone app, follow these steps: Navigate to the lead that you wish to call. Tap the phone icon next the lead's phone number, then hit "Call" when the prompt appears. When the call has concluded, open the app. You will see a prompt asking if you wish to include notes for the call you just completed. Clicking No will log the ca...
Caller ID on iPhone
Caller ID provides you with the name of Follow Up Boss leads when they call your cell phone. How to enable caller ID on iPhone Open the Follow Up Boss app. Tap the Settings icon in the lower-right corner of the app to go to your Settings page: Tap "Turn on caller ID" Tap "Open settings" On your Settings page, tap Phone. Tap "Call Blocking & Iden...
Troubleshooting iPhone Calling
If you are using the Follow Up Boss Calling feature on an iPhone, and calls seem to drop immediately when you try to answer them, or you try to place a call and nothing happens, it may be due to a Privacy setting on your iPhone for the microphone. Our app needs to be allowed to use the iPhone's microphone during calls. You may have tapped "Don't All...
Texting on iPhone
Text message your leads directly through the desktop or the iPhone app to best track communication and never miss a message! You can send one-on-one and group texts in the iPhone app. This video gives an overview of text messaging through Follow Up Boss. Enabling notifications within the App It's important to have push notifications turned on so you...
iPad App
The full, desktop version of Follow Up Boss can be run directly from your iPad! This gives you access to a wider variety of options so that you have the full power of FUB on the go. We recommend bookmarking the website to your homescreen so you can quickly access the site. 1. Go to www.FollowUpBoss.com from the Safari browser and click "Login" at th...
Running iPhone App on iPad
The full version of Follow Up Boss can be run directly from your iPad! This will provide the most robust experience on the go. Here's how to set that up. For those you who prefer a "lighter" version of Follow Up Boss, the iPhone app can be run on your iPad. 1. Search "Follow Up Boss" in the App Store, download and open the app: 2. Log into your Fol...
