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🔹Navigating The Follow-Up Boss Through Shilo

Seamlessly navigate Follow-Up Boss directly from Shilo’s call transcription overview.

Updated over 5 months ago

Navigating between Shilo and Follow-Up Boss ensures quick access to detailed client information, streamlining workflows and empowering agents to provide informed, timely follow-ups.

Navigating The Follow-Up Boss Through Shilo


Accessing Follow-Up Boss:

  • In the call transcription overview, locate the button labeled CRM to Client Contact at the top right.

  • Click the button to redirect to Follow-Up Boss.

Reviewing Contact Information:

  • Access the contact in Follow-Up Boss to review all necessary information.

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