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The dashboard provides key performance indicators and recent activity. You can find the dashboard by clicking on the Follow Up Boss icon in the top menu. New Leads & Unactioned Leads. Unactioned leads are leads without at least one outbound phone call, email, or text message attempt from the assigned agent.

Making and answering calls on the desktop is simple and designed to optimize your productivity. All calls made and answered through Follow Up Boss are automatically tracked, logged, and recorded within the system. Additionally, call notes can be …

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How to Find the Notification Center. 1. Log In to Follow Up Boss. 2. Click the Bell icon in the upper right-hand corner. 3. This will bring you to the notification center where you can view all bell notifications. 4. From here, Click any notification to be directed to the respective notification.

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To make sure you don't miss a beat, the notification center is now on the iPhone app! The iPhone notification center is the best place to view all bell notifications on the go. 1. Open the Follow Up Boss iPhone App. 2. Click the Bell icon in the upper right-hand corner. 3.