Logging a Call

Logging calls in Follow Up Boss is easily done in 2 clicks! To see what calls/ texts are automatically tracked, please see references at the end of this article. 

1.  Click any hyperlinked phone number to bring up a "Log a Call" window.  


You can choose Incoming or Outgoing call.



2.  Select the Outcome of the call.




3. If you'd like, you can add a note about the call before saving.




3.  The Log will appear on the contact card




Calls & texts that are automatically tracked in FUB:


1. Voice Notifications: Setting up Phone Alerts 
2. Texts and calls from the text (SMS) autoresponder: Text Autoresponders