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Move CallAction Embedded App to Top Right of Follow Up Boss CRM

Streamline your Follow Up Boss CRM workflow by moving the CallAction text message app to top right of the FUB CRM view

Updated over 2 weeks ago

Move the CallAction App to Top of Follow Up Boss

Change the position of the CallAction integrated app in your Follow Up Boss to the top right for faster text messaging, assigning drip campaigns of syncing contacts.

Move Follow Up Boss Embedded App Position

  1. Login to Follow Up Boss CRM

  2. Click on People view

  3. Click on the Name of a Person

  4. Mouse to the right side of CallAction.co embedded app

  5. You'll see 8 dots and then select using βœ›

  6. Click and hold down and drag CallAction.co to top

Done, you'll now have easy access to assign drip campaigns, send text messages, or sync contacts. Make sure you have your Follow Up Boss API key integrated into CallAction.

Add Text Drip Campaigns to Follow Up Boss with CallAction Embedded

See how CallAction works as an embedded app inside Follow Up Boss to automate text drip campaigns and improve lead follow-up.

Book a quick demo call to see it in action.

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