Action Plan Sharing Library

Follow Up Boss has a built in Action Plan Sharing Library under Admin > Action Plans > Browse action plan library.

The library is sorted into categories, click into the relevant category and then browser plans.

Once you see a plan you like the sound of, click Preview to review it.

If you'd like to copy the plan to your account click Back to Library and then click the Copy Plan button.

Once in your account you can duplicate the action plan to change the steps if you like. 

We'll be improving the duplication, editing emails system soon.