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      Back to home
      1. Help Center
      2. Administrative
      • Getting Started
      • Newest Features
      • Integrations
        • CompanyCam
        • DataForma
        • Deltek
        • Estimating Edge
        • FCS
        • Foundation
        • Hover
        • QuickBooks
        • Stack
        • Sage 100 Contractor
        • Sage 300 CRE
        • Sage Intacct
        • Procore
        • Spectrum
        • Vista
        • Zapier
      • Followup + Email Integration
      • Automations
        • Overview
        • Automations Enhancements
      • Business Development
      • Sales Management
      • Project Management
      • Reports and Analytics
      • System Settings
      • Proposal Generator
        • Proposal Generator (User Level)
        • Proposal Generator (Admin Level)
      • Administrative
      • Feature Overview
        • Pricing Import
      • FAQ's
      • Quick Start Guide
      • Custom Reporting

      Administrative

      • How to Delete a Project
      • How to set up probability percentages for forecasting
      • How to Edit, Hide, and Move project data fields
      • Duplicate Data Protection
      • How to add and customize your company statuses
      • How to Copy Invitation Link
      • Copy Invitation Link
      • Easily Link Related Files to Your Projects!
      • Link Companies in The Related Companies Section
      • How to Check User Activities
      • Setting up your Custom Project ID Numbers
      • Edit Field Labels
      • How to Turn Off Pre-Qualifications
      • Import Bulk Data Feature
      • Required Fields
      • Default a User to Project Management
      • Lock user out of account
      • How to Set and Manage User Permissions
      • Drag and Drop Docs and Photos
      • How to Take a Signed Contracted File and Create a New Project Management File (For Admins)
      • Company ROI Feature
      • User Security Levels
      • New User Registration Process
      • How to Customize your Columns on the Project Page
      • How to Add and Edit a User
      • How to Add Users
      • How to Add or Update Sales Behaviors
      • How to Delete a User
      • How to Set Up A New User Dashboard
      • How to only print what you care about.
      • How to Assign Sales Activities Per User
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