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Move FUB Tools Up to Top of Page

Learn how to move the Follow Up Boss Tools app to the top of the sidebar for easy access during your daily lead follow-up workflow.

Updated this week

Tools App Location

Once you have enabled the free Follow Up Boss Tools app on the FUB integration page, you'll want to move it up on the sidebar for easier access when working in your Follow Up Boss CRM.

How to Move the Tools app

  1. Login to Follow Up Boss CRM

  2. Click on a Person / Contact record

  3. Locate Tools on the right sidebar

  4. Mouse over the Tools header until you see the six dots and a cross pointer

  5. Hold the mouse button down and drag to top of the sidebar

Now you have instant access to verify your data, prepare for calls and have more trust-building conversations.

If you have any question about the Follow Up Boss Tools app by CallAction, feel free to use our live chat support at the bottom right of this page.

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