Follow up on missed calls
Turn every missed call into a follow-up, and text back known customers you missed.
Set both options under Missed calls in Settings → Phone.
Follow-ups
Follow up on missed calls is on by default. Each missed call or voicemail becomes a follow-up in Sales → Calls → To follow up until someone calls back.
Open Sales → Calls and click To follow up.
Open the call, assign it if you like, and call back with Call back.
Click Mark followed up. Linking a request to the call also closes it.
Text back
Text back after a missed call is off until you turn it on. Write the Text message, or leave it blank for the default. Merge fields are filled in.
Text-back sends a text to the caller. It only goes to known customers whose number is OK to text, honors STOP and waits for quiet hours to end. Unknown callers get nothing.
The call shows whether a text was sent, and if not, why.
Missed calls settings with follow-ups and text back
Screenshot coming soon