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