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      1. Help Center
      2. Administrative
      • Getting Started
      • Automations
        • Overview
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      • Business Development
      • Reports and Analytics
      • System Settings
      • Integrations
      • Proposal Generator
      • Administrative
      • Feature Overview
      • FAQ's

      Administrative

      • How to Copy Invitation Link
      • Copy Invitation Link
      • How to Delete a Project
      • How to set up probability percentages for forecasting
      • How to add and customize your company statuses
      • How to Edit, Hide, and Move project data fields
      • Duplicate Data Protection
      • PM Behavior By contract Types
      • Easily Link Related Files to Your Projects!
      • Three Ways to Hold Your Sales Team Accountable With Followup CRM
      • Link Companies in The Related Companies Section
      • How to Check User Activities
      • Customize your project ID
      • Edit Field Labels
      • How to Turn Off Pre-Qualifications
      • Import Bulk Data Feature
      • Troubleshooting Your Google Account Connection with Followup CRM
      • 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
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