Calls can be manually logged on the iPhone app without the calling add-on. Logging calls is essential for keeping track of your communication and progress with leads. 

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. Incoming calls to a cell number are not logged automatically and will need to be manually logged 
• Outgoing calls made through the Follow Up Boss Mobile app for iPhone and Android will log a call automatically if a user does not have Follow Up Boss Calling. 

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

Manually Log Call

1. Navigate to the Lead Profile

2. Click the blue + button in the lower right-hand corner

3. Log Call

4. Enter Call Notes > Save

Making a Call without the Calling Add-On

1. Navigate to the Lead Profile

2. Tap the green Phone Icon next to the lead's phone number

4. Select Call and the call will begin

5. Once the call has ended, and you are still on the lead's profile, a prompt will appear to Add Call Notes and Save

Note: If you navigate away from the lead's profile during the call, follow the steps below.

1. Once the call has Ended, Open the FUB App

2. A prompt will appear, asking if you would like to leave a note for the call, click Log to include call notes or No to log the call without notes.  

FAQs