How to Manually Log Calls on the Desktop

Call logs are system entries that record the date, time, and duration of calls between you and your leads. When calling via the Follow Up Boss web app, calls are automatically recorded into the system.

When to manually log a call

Manual call logging is helpful when a call is not automatically tracked in Follow Up Boss. Use it in the following situations:

You called the lead from a phone other than your mobile phone or your Follow Up Boss number.
You do not have the Follow Up Boss app or Follow Up Boss Calling and called a lead from your mobile phone number or another phone number.
Your team uses call logs to document face-to-face conversations with leads so those interactions align with the Last Communication filter.
Your team needs to log incoming calls made by leads to an agent’s mobile phone when the team or user does not have Follow Up Boss Calling. On iPhone, incoming calls to a cell number are not logged automatically and can be logged manually.

Manually logged calls are also useful for reporting and Smart Lists because they help track who was contacted and when.

Logging Calls Via Desktop

If you spoke with a lead or left a voicemail it's important that the call is logged on the lead profile. Call logs are important for Reporting and Smart Lists so you know who to contact and when.

1. Go to the Lead Profile

2. At the top of the page, click Log Call