CRM connection
File outside calls in Follow Up Boss
Bring calls made outside Follow Up Boss into the right person record with a note and dated task.
Try a call for freeSet it up
- Connect your Follow Up Boss API key.
- Upload a recording made outside your CRM.
- Review the note and any uncertain contact match.
Questions
Which calls is this for?
Calls made on a cell phone or another calling tool that do not already have a note in Follow Up Boss.
What if the number is missing?
Callfiled lets you search for the person before it files the note.