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Help Center
Administrative
Getting Started
Integrations
QuickBooks
Zapier
FCS
Foundation
DataForma
Estimating Edge
CompanyCam
Deltek
Stack
Sage
Hover
Followup + Email Integration
Automations
Overview
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
Administrative
Feature Overview
FAQ's
Quick Start Guide
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.