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Help Center
Feature Overview
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
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 with one Click
Everything you need to know about The Contact View
Global Search Enhancement
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
New Global Search Feature
Global Search Enhancement Features
How To Track a Change Order