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.
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
3. Add Notes about your call > Log Call
Logging Calls on Mobile
- Android Users: How to Log Calls on Android
- iPhone Users: How to Log Calls on iPhone
Searching Call Logs & Voicemail Transcriptions
Quickly reference information from previous calls using the search function. Search a Keyword > Notes > Scroll to find the desired note.