When you're viewing a person, you can get a list of all the communication with that person by looking at the timeline.

The timeline lists how a lead was added to your Follow Up Boss account and all communication with that lead, such as:

  • emails
  • text messages
  • calls
  • email marketing campaigns
  • notes

If you send an email to a person via Follow Up Boss, we will track opens and clicks for you and show this on the timeline. For email marketing campaigns sent via action plans, Happy Grasshopper, or MailChimp we also show opens, clicks, bounces, and unsubscribes.

If you use the calling feature in Follow Up Boss, calls will be logged automatically on the timeline, or you can manually log a call.

Action plan emails include a link to see action plan details such as steps that were executed for that action plan and steps that are scheduled in the future. This link is available for action plan emails sent from November 2016 and later. Action plan emails that were sent before November 2016 are displayed on the Timeline, but don't have a link to see action plan details; you can still see action plan details in the action plans box on the right.