Follow Up Boss caller ID provides agents a quick way to identify which contact is calling on the go!
Enabling Caller ID on iPhone
1. Open the Follow Up Boss app and tap your Initials or Picture Icon in the upper left corner of the app to go to your Settings page.
2. Tap Turn on caller ID
3. Select Open Settings
4. On your Settings page, click Phone
5. Tap Call Blocking & Identification
6. Turn on the toggle for Follow Up Boss on this page.
7. The Follow Up Boss app's Settings page should now display that caller ID is enabled.
Using Caller ID
Caller ID works automatically in the background, so there is nothing you need to do besides following the steps above to enable Follow Up Boss for caller ID.
Incoming calls from Follow Up Boss leads to your cell phone number will appear on your phone like this.
What happens if the person calling is in my contacts as well?
Caller ID will only work for leads that you have access to in Follow Up Boss. If you already have a phone number listed in your phone's contacts app, your phone will automatically use that name for caller ID instead of showing Follow Up Boss caller ID.
I've turned on the caller ID feature but it's still not working, why?
Your phone book may take several minutes to sync. This process works in the background and can take more time if you have thousands of contacts in your system.
To help the sync finish faster, connect your phone to WiFi and leave the app in the foreground on the Inbox screen for several minutes, then check on the Settings screen to see if it has finished syncing.
Will contacts in Follow Up Boss be synced to my phone contacts?
Contacts in Follow Up Boss will not be added as contacts via the contacts app on your phone, they will simply be identified when incoming calls are received.