Making and answering calls on the desktop is simple and designed to optimize your productivity. All calls made and answered through Follow Up Boss are automatically tracked, logged, and recorded within the system. Additionally, call notes can be made during your call so you don't miss a beat.

Note: The Follow Up Boss Dialer is included in Pro and Platform plans and can be added to the Grow plan.

Making a Call on the Desktop

From the Lead Profile 

1. Search or click on the contact name to access their Lead Profile

2. Click the Phone Number under the contact name 

3. Choose to call via the Internet

4. The call will Begin to Ring and appear at the top of Follow Up Boss

5. During the call, make Call Notes on the lead profile

6. Click the Red Phone icon to end the call 

7. The call is Automatically Recorded on the lead profile 

Quick Call 

1. Click the Call Icon in the upper right-hand corner 

2. Search and select the desired Contact or enter the Phone Number 

3. The call will Automatically Begin 

4. Click on the Lead Name at the top of the page to make Call Notes 

5. Click the Red Phone icon to end the call 

6. The call is Automatically Recorded on the lead profile 

Answering a Call on the Desktop 

1. Incoming Calls will appear at the top of Follow Up Boss

2. Click the Green Phone icon to answer the call

3. Click on the Lead Name at the top of the page to access the lead profile and make Call Notes 

4. Click the Red Phone icon to end the call 

5. The call is Automatically Recorded on the lead profile 

Call Waiting

If you receive a call to your Follow Up Boss number, while you are on the phone, you will be notified of the incoming call and have the option to End & Accept or Decline the call.  

Caller ID

Check out our Caller ID Overview article to learn more about what you will see on the caller ID for different types of incoming calls.