Christine Ringue

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Activity overview

Latest activity by Christine Ringue
  • Christine Ringue created an article,

    New Sales Status Feature Overview

    Followup CRM now allows you to view a list of your pipeline in the dashboard. If you click on a project and visit the dashboard, you can now view all your data by sales behaviors and sales status....

  • Christine Ringue created an article,

    How to Create a Proposal

    *Note: This feature is only available for professional plans. If you're interested in learning more about this feature or adding it to your existing plan, please reach out to Erick Vargas at Evarg...

  • Christine Ringue created an article,

    Why Do I Have Duplicate Follow Ups in my Dashboard?

    If you visit your dashboard and notice that the same follow up activity is listed twice (or in some cases, three times), here’s why:    There are three different places in Followup CRM that allow ...

  • Christine Ringue created an article,

    Homepage Overview

    The Followup CRM homepage gives you an overall picture of the pipeline, closing ratio, bid volume, capture contracts, and your sales behavior hours.  You have the option to look at the homepage d...

  • Christine Ringue created an article,

    Goals Overview

    In this article, we’re going to break down the goals overview in Followup CRM.   On the home page, you’ll see the goals display. You have your bid volume and your captured contract volume goals. Y...

  • Christine Ringue created an article,

    How to Add Custom Fields

    To add custom fields, you need to have Owner access. To find custom fields, click your name and then select Company Settings. Select Projects Custom Fields     Click the plus button to add a new c...

  • Christine Ringue created an article,

    How to Delete a File

    To delete a file you will need administrator access. Go to the project you’d like to remove, then click Delete.  You will then see this box pop up. Select I’m sure! And the file will be deleted. ...

  • Christine Ringue created an article,

    How to Set Up A New User Dashboard

    When adding a new user, their dashboard needs to be set up. You will need administrative access to set up a user’s dashboard. To get started click on the Settings tab, then select Dash Report.   Y...

  • Christine Ringue created an article,

    How to Delete a User

    Before deleting a user we strongly advise reassigning any projects under that person in the pipeline to another user. Start out by performing an Advanced Search:   You will want to search for anyt...

  • Christine Ringue created an article,

    How to Add and Edit a User

    You will need administrative access to add, edit, or delete a user. To get started click on the Settings tab. Then click on People.   Next enter the email and role of the user you’d like to add. ...