Follow Up Boss Dialer Overview

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Becca
  • Updated
With the Follow Up Boss Dialer, you can call any lead with one click from the Follow Up Boss desktop or mobile app or use a calling list to find your best leads and dial through them in a flash. Every call is automatically logged, you can add notes in seconds, and optional call recording lets you playback calls whenever you want. Plus, Follow Up Boss Dialer supports texting (including group texting), so you can text your leads and have a record of the conversation right on the lead's timeline.

💡 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 minutes long but will help you make the most out of calling. You can sign up for our next session here.

⭐️ Check out how you can try calling for free!

 

How it Works

What it’s used for and what it can do:

 

How to Set Up the Dialer

Pro and Platform accounts have the dialer included in their subscription. If you are on the Grow plan, the owner can enable calling by going to Admin > Billing > Try Calling.

1. Go to your Initials/Image in the upper right-hand corner > My Settings

2. Under My Number, view your Personal Number. 

Note: This number can be changed if needed. 

3. Choose how to handle Incoming Calls

 

  • Ring desktop then forward to mobile number
  • Ring mobile number and the desktop at the same time
  • Ring desktop then forward to FUB voicemail

4. Choose how to handle Outgoing Calls

  • Outbound Number: Select a FUB number (personal or inbox) for outbound calling. This is useful if you want to work together with your team on calls back and text replies or if you are using different area codes with your numbers.
  •  Calling Method: Choose the outbound calling method that works best for your workflow. Check out Calling Method Overview for more information about this setting.

5. Save changes

6. Enable Caller ID (iPhone Caller ID & Android Caller ID) 

7. Setup and Optimize Desktop Calling; connect your headset, and you're ready to go!

 

Dialer Features

 

FAQs 

Can I keep my phone number if I leave Follow Up Boss?
If you are the Follow Up Boss account owner, you can request that your number be ported away from FUB to another system.
Can you just use my cell phone number for my Follow Up Boss number?
Your cell phone number belongs to you and your carrier, so your dialer number needs to be different. Using your Follow Up Boss number allows you to have a dedicated business line to keep all of your business opportunities in one place.
Can I change the number and choose the caller ID location? 

You can search for local numbers, and we will display what is available. You may not find numbers in certain popular area codes, but numbers are released and changed constantly, so you can try searching again and refreshing.

Keep in mind that phone carriers largely control the location information included in caller ID. Commonly, the exchange (the second set of three digits of a phone number) signals to a carrier where a phone number is from.

Does FUB have a DNC list scrubbing feature?
FUB doesn't have a built-in DNC list scrubbing feature. However, we integrate with CallAction, which provides this feature.

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