How to use the Call Report Tool
The analysis uses a screenshot of your Follow Up Boss call report to create a detailed call report in seconds.
The tool will automatically scan your screenshot to extract the key call report numbers.
You can run multiple call analysis reports using the filters in the top right by People and Time ranges.
Access Your Follow Up Boss Call Report
- Click on Reporting
- Click on Calls
Filtering Your Call Report
You can run a report for a specific person, team or pond over any date / time range using the call report filters.
- Select report People filter (eg, Everyone)
- Select the Time filter (eg, All Time)
Take a Screenshot of the Call Report
Now you will need to take a screenshot of your personalized call report. Ensure that you capture all the area inside the red box, as shown in the image below.
Screenshot keyboard commands
- Apple: Press Command + Shift + 4
- Windows: Press Windows Key + Shift + S
Save your call report screenshot to your computer so you can quickly access it to upload to the tool.
Select and Upload Your Call Report Screenshot for Analysis
Now click on the button above to select your screenshot to run the free Call Report analysis tool.
Request Your Free Call Report Analysis Now
You will see how your inputted calling efforts lead to outputted call conversation outcomes in the phone funnel report, along with 40+ other key insights.
Open your Follow Up Boss call report, take a screenshot, and upload it above.
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