Logging a CallLogging 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