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