iPhone: Calling

Calling on the Follow Up Boss iPhone app not only ensures the best call quality available but also makes it simple for your team to track and log all their calls while they are out on the road!

Preparing for Installation

1. Review My Settings to confirm your calling setup

a. Click your Initials/Image in the upper right-hand corner > My Settings

b. Ensure your direct Mobile Number is entered into the Phone section

c. Scroll down to Incoming Calls > select Ring your number and Follow Up Boss at the same time

d. Save at the bottom of the page

2. Review Your Mobile Settings

a. Enable Caller ID

b. Enable Mobile Calling

Making an Outbound Call

1. Navigate to the Contact Profile by searching or selecting the contact name

2. Tap the Green Call Button to initiate the call

Note: Bad numbers will be crossed out and appear in red.

2. You'll see a Prompt to Start the Call. Tap the phone number to initiate the call.

Note: The number at the bottom is your Follow Up Boss number with a couple of numbers added at the end. We use these numbers to identify the call behind the scenes; your contacts won't see them.

Note: There may be a brief delay as the call connects. We'll dial through your cell provider network, and the person you're calling will see your FUB Calling number on their Caller ID.

4. Calls will Automatically Log once complete.

Note: Tap the call log notification to add additional information.

Dial Pad

1. Click the + button in the lower right-hand corner

2. Make a Call

3. Add the number to the dial pad > Click the Green Call button

Receiving an Incoming Call

1. Incoming calls will be routed to your Mobile Phone and ring based on your cell phone settings

Note: Follow Up Boss Caller ID will display the contact name.

2. After the call ends, Follow Up Boss will Automatically Log the Call

3. Tap the Call Log notification to add additional information.

Call Waiting

The mobile device's built-in call-waiting feature will allow the user to send to Voicemail, End and Accept, or Hold and Accept.

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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

Additional Options

Record calls for purposes such as tracking and training by enabling Call Recording.

FAQs

What happens if I miss a call or my client leaves a voicemail?

Missed calls and voicemails to your Follow Up Boss number will trigger a push notification on your app. You can tap the notification to see the call. The call will also be available in the inbox on your app.

When I click to call my client's number doesn't show up. Why?

When you click to call your client, you will see the number that we use to bridge and log the call. This is called the call bridge number. This number can change between calls. Your client will always see your Follow Up Boss number. The call bridge number is only visible to you.

Why was my call not completed?

"Your call could not be completed as dialed, please check the number and try again when dialing an invalid or out-of-service number from the mobile app and desktop mobile bridge."

If you are hearing this message, it means that the call could not be connected due to the number being invalid or outside the US/Canada.

What number will show on my client's phone when I call from Follow Up Boss?

When you make an outbound call, your client will see your Follow Up Boss number as the incoming call. You can find your Follow Up Boss number under My Settings > Calling. If you are calling a lead from within a Team Inbox, the client will see the Team Inbox number.

I was notified of a missed call but my iPhone didn't ring. Why?

This can happen if a number other than your cell phone is not listed under My Settings. Make sure that the phone number for the phone that you wish to receive calls on is listed beneath your name under My Settings.

Why did the inbound call go straight to voicemail?

If your iPhone is off, in Do Not Disturb mode, or has "Silence Unknown Callers" turned on, your inbound calls may go straight to voicemail.

What if I don't have a cell phone number listed under My Settings?

If there is not a cell phone number listed, any inbound calls will not be routed to your cell phone. You will see the missed call in the inbox but you will not be notified via push notification.

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