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Help Center
Business Development
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
Business Development
How to use Followup For Business Development
How to create lists of companies based on custom critieria
How to Use Followup CRM for Business Development
Contact Activities
How to See Contact Activities in a Calendar View
