Christine Ringue

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  • 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...

  • How to Copy a File

    To copy a file, open the file that you want to copy and click Copy.  Once you have copied the file, you will want to update the Project Name, set the Sales Status, add the Office, and assign any ...

  • How to Pull a Custom Fields Report

    Followup CRM now allows you to export a custom fields report. The custom fields your administrator sets up in the miscellaneous information section now appears when you export an excel report. Her...

  • How to Pin a Comment to the Top

    Followup CRM now allows you to pin a comment to the top of your comments section, making it easy to highlight important notes for your team to see. Here’s how it works.   To pin a comment to the t...

  • New Storage Folder Feature

    Followup CRM now allows you to add customized storage folders. To create a new folder, click on settings, and then file folders.  From here, you can add a new file folder by clicking the plus sig...

  • Company Information Overview

    In Followup, when you enter a new project, everything you enter in that new file is based on the project and then you attach the company information to the project.  This is super beneficial for ...

  • How to Lock an Activity in Followup CRM

    We recently added a new feature to the Followup CRM platform that allows you to lock activities. If there’s a sales activity that you only need to complete once, you can use this feature to lock t...

  • Followup CRM and The Edge Estimator Integration

    In this article, we're going to show you how Followup CRM integrates with The Edge Estimator. The purpose of this integration is to seamlessly push information from Followup CRM into The Edge Esti...

  • Project Management Homepage Overview

    The homepage of the project management side of our tool allows you to see at a high-level when a project starts, when it ends, and what stage the project is currently in.   On this gantt chart, we...

  • How to Take a Signed Contracted File and Create a New Project Management File (Users)

    Once you have a completed contract, you have this new project management button in the top right corner. Once you click on this, it creates a project management file that looks very similar to the...