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Are you a <a href="https://callaction.co/follow-up-boss/" rel="nofollow noopener noreferrer" target="_blank">Follow Up Boss</a> user who is new to using the Tools app? 

Watch the video below to learn how to incorporate Tools into your daily Smartlist workflows.<br>​

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Once you have enabled the free Tools app for your office or team, you can also schedule a personalized webinar training directly within the <a href="https://callaction.co/fub-tools/" rel="nofollow noopener noreferrer" target="_blank">Tools</a> app. 

Learn how the FUB Tools app helps you have conversations that build trust it this Follow Up Boss video training tutorial.

Follow Up Boss Tools Tutorial

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Create your workspace and invite the people you work with.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Follow Up Boss Tools Tutorial

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