Follow Up Boss Dialer Overview

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Becca
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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 to port your number away from FUB and 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 port a number to Follow Up Boss?
Yes! Here's how: Port Phone Numbers to Follow Up Boss
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 all of the time so you can try searching again and refreshing.

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

What happens if I change, swap, or release a phone number and want it back?
The old number will then be released and appear on this page for 30 days before being permanently deleted. You can choose to swap, move, or reassign those released numbers if you made a mistake. For example, you might want to add one of those released numbers to a team inbox in case clients have that number. Here is how: Manage Phone Numbers
Should I share my Follow Up Boss number with people?
Yes! You want to share this number with all prospects and business contacts. Put it in your email signature, on your business card, on your signs!
Can I use any browser for calling?
For the best call quality, we recommend using Google Chrome. For more information, check out Desktop Calling: Internet Connection
I'm having trouble with my Chrome microphone settings. What should I do?
Follow the steps in this guide:  Microphone Settings in Google Chrome.
My calls are being reported as SPAM. What can I do?
One immediate thing we suggest doing is asking your contacts when you connect with them to add your number to their contact list as that will help protect your number's reputation score with carriers ongoing. We are actively working with our provider and carriers (ATT&T, Verizon, & T-Mobile) on a pilot program to get company phone numbers like yours properly registered as a verified caller and off of those "Spam Likely" lists. To learn more, check out Caller ID Shows “Spam/Scam Likely”.

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