Quick actions provide agents the access to add a person, send a text, add a task, schedule an appointment, or make a call from the inbox, activity, calendar, people, and deals tab with a couple of clicks.

How to find Quick Actions

1. Log in to the Follow Up Boss app

2. Navigate to Inbox, Activity, Calendar, People, or Deals

3. Click the Blue + Symbol in the lower right-hand corner 

4. Select the desired Action

Add Person

1. Add Contact Information > Save

Send Text

1. Enter the Number or Name of the contact

2. Add Message Content 

3. Send by clicking the Blue Upward Arrow 

Add Task

1. Add Task Details > Create

2. The task will automatically appear on the Calendar and on the Lead Profile (on the calendar tab)

Add Appointment

1. Add Appointment Details > Create

2. The appointment will automatically appear on the Calendar and on the Lead Profile (on the calendar tab)

Make a Call

1. Enter the number on the Dial Pad

2. Press the Green Phone Icon to begin the call