Follow Up Boss has very robust calling and texting capabilities. Below is a breakdown of the three main components of what make up Follow Up Boss Calling.
💡 Join our next calling and texting webinar to learn about the power you unlock with a Follow Up Boss phone number. The webinar is less than 15 mins long but will help you make the most out of calling. You can sign up for our next session here.
Follow Up Boss Company Number
All Follow Up Boss accounts have a Company Number. This is the number your texts come from when you send messages via our web or mobile apps (unless you have a dedicated Follow Up Boss dialer number).
What it’s used for and what it can do:
- The default texting number for all Follow Up Boss users without a dialer
- Sending the Initial Text message in action plans
- Routes inbound calls to that number to the assigned agent's cell phone
Because this number may be used by multiple people within an account, it is designed to smart route text replies and inbound calls to the assigned agent of a contact. If someone calls or texts the company number and the inbound call comes from a number that's not in your database, we follow the routing rules you have set up in your company inbox.
Where it can be found:
If you are an admin on the account, go to Admin > Phone Numbers
If you are an agent or lender, go to My Settings page and hover over Receive text messages for new leads
Follow Up Boss Dialer
The Follow Up Boss Dialer is a dedicated number assigned to one user for calling and texting via Follow Up Boss. You can use it to text, receive inbound calls, and make outbound calls. This replaces your use of the shared company number and is a fully equipped dialer and dedicated number to be shared with contacts and prospects as your main business line. The Follow Up Boss dialer is included for all users on Pro and Platform plans and can be added for any users on Grow or Legacy plans for an additional per month fee.
What it’s used for and what it can do:
- Making outbound calls and receiving inbound calls on the desktop and through the app
- Texting (including Group Texting)
- Making calls via a Call List on desktop
- Automatically tracks calls and texts in Follow Up Boss
- Optional Call Recording
- Record your own Voicemail for missed calls
- One Inbox with missed calls and voicemails
Where it can be found:
My Settings > Personal Number
This number can be changed by selecting Change Number and searching for available numbers by area code or first six digits.
Note: Changing your number will stop your old number from working.
Follow Up Boss Team Inbox
Follow Up Boss Team Inboxes are business lines and inboxes you can create and use to route inbound calls from lead sources, your website, and marketing. These numbers are dedicated to your account, but you can set up routing per inbox to ensure no call is missed by your team. You can also text from these numbers. One company inbox is included with all accounts (so you can route unknown calls from your company number) but additional business lines and team inboxes are only included with our Pro and Platform plans.
What it’s used for and what it can do:
- Routing inbound sales calls to your team
- Shared accountability for ISA teams
Where it can be found:
Inbox > Manage Inboxes
Additional Resources
Calling and Texting Compliance
FAQs
1. Click the Green Call Button at the top right of your screen
2. Start typing the Name of a Contact to dial someone in your database
Or, enter any Number that you would like to dial
3. While on a call, click the Dial Pad Icon at the top-left if you need to input any numbers, such as an extension
4. Optional: If you're dialing a new number, click Add at the top-left during your call to make them a contact in Follow Up Boss
Once you’ve reviewed what you want to about the contact, simply click their Phone Number to start dialing.
During the call, you can take notes about what’s discussed and the next steps in the Log Call box.
Then, once you hang up, you can simply click Log Call and the notes will show up on that call log along with the call duration and time stamp.
If your admin has call recording enabled, you may click the play button on the call log to listen to it again. It can be helpful to listen to the call recording for coaching or self-instruction purposes, or just to review some information you might have missed during the call.
If you need to Dial an Extension or press a button during the call, click the Keypad Icon and enter the number(s).
When a call comes into your FUB number, it will ring on your computer and you’ll see the call details at the top of your screen.
If the person is already in your database, their name will appear at the top of the screen. You can click their name to view their profile where you can easily review past communications and make notes about your current call.
If they’re not already in the database, you’ll see an Add Person button. Click this button to add them to your database so you can capture their detailed information and organize your future follow-ups with them.
You can choose to forward missed calls to your phone or to your Follow Up Boss voicemail. This can be configured on your My Settings page. If you are using your Follow Up Boss voicemail, you may record a personalized voicemail message.
If you miss a call in the system, it will show up in the contact’s timeline, and also right inside your Inbox.
In the inbox, you’ll see a handy Return Call button to call them back right away, or you can click their name to be taken back to their profile.
Voicemails will show up in both places too, but will also be accompanied by a play button so you can listen to the message.
Only sent when:
- The Forward to my phone option is selected, but you don't have a phone number set.
- You Miss a Call from a phone number that isn't in your database.
Having most of your calls happen inside Follow Up Boss provides you with some very powerful reporting opportunities.
We’re able to show you at a glance the volume of calls in each category, as well as the number of different people related to those calls.
You can quickly see how many calls were made overall, how many of those calls were answered (excluding voicemails), how many conversations were had (a conversation is defined as a call lasting more than two minutes), how many incoming calls were received, and total talk time.
You can adjust your time-frames to easily see volumes over the course of a day, week, month, etc.
With the calling add-on, you can create a list of people to call and advance to the next person with a single click. Click here for more info on call lists.
Note: you must have the paid calling feature enabled to use this feature. Click here to learn more about how to enable this feature.