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      Back to home
      1. Help Center
      2. Automations
      • 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

      Automations

      • Pre-made Automation - When a new contact is added after 7 days send new contact email
      • Pre-made Automation - When the estimate due activity is added notify the project Estimator
      • Pre-made Automation - When a Project sales status is not updated for 90 days email the project account manager
      • Pre-made Automation - When the Proposal Delivered activity is overdue by 5 days notify the project account manager
      • Pre-made Automation - When a Project sales status is updated to Contract send this email to project
      • Automated Email Sequences
      • All you need to know about Automations

      Overview

      • Automation - Get Time Back in Your Day with Followup CRM

      Automations Enhancements

      • Automation Enhancements - Adding Conditions
      • Automation Enhancements - Non-user field
      • Automation Enhancements - Time-Based Automations
      • Automation Enhancements - Selecting Multiple Actions
      • Automation for Clearing Dates and Times for Sales Activities
      See more
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