When someone calls or texts your Follow Up Boss phone number, there is specific logic in place to make sure that communication is logged properly. The chart below identifies the most common incoming call and text scenarios, and where you can expect that communication to show up in Follow Up Boss.
If |
Then |
| 0 contacts in your account match the incoming phone number | The call/text will show in your Inbox, and not be logged on any contact profile |
| 1 contact in your account matches the incoming phone number | The call/text will be logged on that contact profile |
| 2 contacts in your account match the incoming phone number, but 1 contact is in Trash | The call/text will be logged on the non-Trashed contact profile |
| 2 contacts in your account match the incoming phone number, and neither have previous communication | The call/text will log on the most recently created contact profile |
| 2 contacts in your account match the incoming phone number, and both have previous communication | The call/text will log on the contact profile with the most recent call or text |
| 2 contacts in your account match the incoming phone number, both have previous communication, but only one of the contacts has previous communication with the FUB agent's phone number that the call/text was placed to | The call/text will log to the contact profile that has previous communication with that agent's FUB phone number |