The action plan sharing library provides a space to share and copy action plans from other Follow Up Boss users. 

Note: The ability to share Action Plans and to access the Action Plan Sharing Library is only available for admin users. 

Access the Action Plan Sharing Library 

1. Go to Admin > Action Plans > Browse Action Plan Library
2. Select the desired Action Plan Category
3. Search for Action Plans in the upper right-hand corner
4. To view an Action Plan, click Preview
5. To copy an Action Plan, click Copy Plan. When copying an Action Plan, all email templates within the Action Plan are also copied to your account. 

Share Action Plans Publicly

To learn more about sharing action plans publicly, check out Share Action Plans Publicly.