Action Plan Sharing Library

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

ap1.png

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

ap2.png

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

ap3.png

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

ap4.png

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

ap5.png

Was this article helpful?
0 out of 0 found this helpful