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.

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 not in your database we follow the routing rules you have set up in your company inbox.

Where you can find your company number:

If you are the owner of the account, go to Admin > Phone Numbers:        

If you are a non-owner, go to your my settings page and hover over receive text messages for new leads:

Follow Up Boss Dialer

A 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 you can find it:

My Settings > Personal Number:

You can change your personal number by selecting Change Number and search for available numbers by area code or starting six digits:

Please 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 you can find it:

Inbox > Manage Inboxes