Action Plans can be shared publicly in the Follow Up Boss Action Plan Library. The library contains hundreds of action plans from hundreds of different teams.
Sharing action plans publicly is especially beneficial for users with multiple accounts or users serving multiple city/state areas.
How To Share
To share an action plan follow these steps:
- Click on the Admin tab
- Click on Action Plans
- Click on the Share button on the right hand side of the screen
- Choose a Category
- Click Share
Note: You must be an admin or account owner to share an action plan publicly
