Enable the Tools app in Follow Up Boss
Tools app is a collection of over 25 free Tools for your Follow Up Boss CRM. Tools is designed to help you instantly prepare to call, text or email your contacts so you can have trust-building conversations that lead to closed sales.
Start Using Tools
Login to your Follow Up Boss CRM
Go to FUB integrations page
Scroll down to Tools
Click the blue Enable button in the bottom right side
(Note: if you don't see Enable, you'll need to request the FUB account owner to enable for you)
Once Tools is enabled you'll need to open it to start using it.
Click on People at the top of your CRM
Click on any Person / Contact record
Scroll to bottom right side of the Contact record until you see Tools
Click to open FUB Tools
You now have access to the full toolkit to help you prepare to have better conversations when calling or texting.
Now that your Follow Up Boss Tools is active you can move it to the top of the page.
Any questions, feel free to use our live chat at the bottom right of this page.