Star notes and other timeline items

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  1. Follow Up Boss - Help Center
  2. Contacts & Lead Profiles
  3. Lead Profile

Becca
  • Updated

When you star notes and other items in a lead's timeline, it marks them as important. Starred items get added to the "starred items" section at the top of the contact's timeline. This helps you remember to look at them later.

 

Starring a Timeline Item

1. Open a Lead Profile in the web version of Follow Up Boss

2. Navigate to the desired timeline item

3. Click the star in the upper right-hand corner 

star1.gif

 

Removing a Star from a Timeline Item

1. Open a Lead Profile in the web version of Follow Up Boss

2. Navigate to the desired timeline item

3. Click the star in the upper right-hand corner to remove the star

 

Viewing Starred Items

1. Open a Lead Profile in the web version of Follow Up Boss

2. Go to the top of the contact's timeline history > Starred Items

Note: Within the Starred Items section, entries will appear in chronological order, regardless of what order they've been starred in.

star2-2.gif

 

Teams & Starred Timeline Items 

Starring items are dynamic across your Follow Up Boss account, so if your team members have access to the same contact, they will see the same starred items as you.

 

Grouped Communication & Starred Timeline Items 

Some timeline items are grouped together, like email threads or phone call threads. The Starred Item section will only show whichever individual message has been starred to keep the focus on the most important specific items.

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