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
Login to Follow Up Boss CRM
Click on a Person / Contact record
Locate Tools on the right sidebar
Mouse over the Tools header until you see the six dots and a cross pointer
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.