Feature Overview

• How to Leave Comments or Notes on a Project
• Change Orders
• Advanced Search - Companies & Contacts
• How to manage your change orders within your project file.
• Rearrange or Hide Your Project Data Fields
• Sales Activities Feature Overview
• How to export your contacts
• Copying a Project and Copying a Project as a Related File
• Bulk Edit - Companies & Contacts
• How to use the login report
• Call Log Feature
• How to Use The Outlook or Gmail Calendar Sync
• System Custom Fields in Data Import
• Automatically Pull in Contacts
• Email Templates & Opened Email Icon Features
• Saved Project Views
• How to Use the New Office and Contract Type Goals Feature
• Automatically Pull In Contacts From System or Email.
• Unlock Activity Feature & Skip (N/A) Option
• The Project Management Report Card -- No Excel Required!
• How to Use the New Calendar Feature
• How to Share Documents and Photos in Followup CRM
• Everything you need to know about The Contact View
• Automated Google Addresses Feature
• One-Click Feature
• How to merge Companies or Contacts in FollowUp CRM
• Company Information Section Overview
• Competitor Company and Bid Value
• Parent/Child Company Relationships
• Company Information Overview
• New Sales Status Feature Overview
• Advanced Search Feature
• New Storage Folder Feature
• New File Enhancement Features
• Global Search Enhancement Features
• How To Track a Change Order
• How to jump right into the workflow that matters with Default Saved Lists
• How to Add Custom Fields to Your Change Orders
• Feature Overview - Business Card Scan
• Feature Overview - AI (Artificial Intelligence)
• Feature Overview - Record Details Custom Fields
• Feature Updates - January 2025