The Android Calling feature simplifies the process for your team to monitor and record calls from any location. Enjoy superior call quality and a smooth workflow experience.
How to Set Up Mobile Calling
Profile Settings
Review your calling settings by going to your Initials/Image in the upper right-hand corner > My Settings.
1. Check that the phone number under your name is your personal US or Canadian cell phone number
2. Select the desired Outbound Number and Calling Method for outgoing calls
Android App
Check to make sure Calling is enabled on the app by going to your Image/Initials in the upper right-hand corner > Settings.
Pro Tip: Enable Caller ID and Call Recording + AI Call Summaries & Transcripts to keep a record of conversations.
Making an Outbound Call
Quick Dial
1. Click the blue + Symbol in the lower right-hand corner
2. Click Make a Call
3. Dial the desired number > Place Call
From the Lead Profile
1. Navigate to the Lead Profile > Tap the Phone Number or Phone Icon in the upper right-hand corner
2. You'll see a prompt letting you know how the call will take place. To prevent being prompted again, select Don't show this prompt again.
3. Tap Place Call
4. Your call will be connected using your Follow Up Boss number and the lead will see your Follow Up Boss Calling number as the Caller ID.
In this example, the 1 346-553... would be your Follow Up Boss number.
5. Once the call is complete, you will be prompted to add Call Notes > Save
Answering an Incoming Call
1. Incoming calls will be routed to your Mobile Phone
2. You'll see the caller's information on the Caller ID if they are a Follow Up Boss contact
Tip: Enable Caller ID on the Android.
3. After the call ends, Follow Up Boss will Automatically Log the Call
Call Waiting
The mobile device's built-in call-waiting feature will allow you to send the call to Voicemail, End and Accept, or Hold and Accept.
Notifications
You will be notified of missed calls and voicemails via Push Notification. Review your Notification Settings here.