Call Lists allow you to create a list of contacts that can be called in rapid succession using our calling add-on. By using the call list feature, you'll be able to call your contacts at lightning speed, saving you time from clicking around and keeping you focused throughout your list.
Note: This feature is only available with FUB calling.
How to Create a Call List
1. Log In to FUB on the desktop
2. Go to the People tab
3. Filter to the desired contacts or choose a Smart List
4. Select specific contacts or the entire list
5. Click the Calling List phone icon
6. Select Create new call list
7. The system will automatically begin calling the first contact on the call list and populate their profile. Between calls, you'll have the opportunity to take notes, send a follow-up text, or take a break while we save your spot on the list. When you're ready to resume, press the Next button to call the next person. If you want to hide the call bar, press the red X near the middle of the screen.
Actions During a Call List
- Dialpad: Enter a number to call
- My List: View the full call list
- Transfer: Transfer the call to another team member
- Mute: Mute your microphone
- Hang Up: End the call
- Next: Instantly call the next contact on the list
Calling Contacts with Multiple Phone Numbers
The first valid number on a profile will be auto-called during a call list. If the contact you are calling has multiple phone numbers or a relationship, you can manually click the numbers to initiate a call. When you're ready to move on to the next person on the list, click Next in the upper right-hand corner.
Resuming a Call List in Progress
Follow Up Boss will automatically resume your call list if you navigated away from the page or refreshed the page. If you've previously hidden a call list without finishing it, you can always resume it by clicking the call list button at the top of the people table and choosing Resume existing call list.