Feature Overview

• Sales Activities Feature Overview
• Copying a Project and Copying a Project as a Related File
• How to Set-up Microsoft Outlook Plugin
• How to Use The Calendar Sync
• How to manage your change orders within your project file.
• Call Log Feature
• Advanced Search - Companies & Contacts
• Rearrange or Hide Your Project Data Fields
• Bulk Edit - Companies & Contacts
• Change Orders
• How to use the login report
• How to export your contacts
• System Custom Fields in Data Import
• Automated Scheduled Reporting
• Automatically Pull in Contacts
• Email Templates & Opened Email Icon Features
• Saved Project Views
• Email Notification Settings
• How to Use the New Office and Contract Type Goals Feature
• Automatically Pull In Contacts From System or Email.
• Connect to Microsoft Exchange
• Unlock Activity Feature & Skip (N/A) Option
• The Project Management Report Card -- No Excel Required!
• How to move a contact to a new company
• How to Use the New Calendar Feature
• Everything you need to know about The Contact View
• Automated Email Sequences
• Global Search Enhancement
• Automated Google Addresses Feature
• The New Proposal Generator
• One-Click Feature