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Getting Started
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Administrative
Feature Overview
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Help Center
Getting Started
Getting Started
Automations
Overview
Sales Management
Business Development
Reports and Analytics
System Settings
Integrations
Proposal Generator
Administrative
Feature Overview
FAQ's
Getting Started
Your Dashboard Explained
How to Add Residential Contacts from the Project Page
How to Attach Multiple Files to an Email
Ability to Load 15, 25, or 50 items per page
How to Add Users to Your Team
How Followup interacts with your external email
Open Project Links in a New Tab
Outlook Plugin Overview
How To Track a Change Order
How to Tag Someone in a Project
How to Re-Order the Project Page
How to Use Advanced Search
How to Copy a Project
How to Custom a Project Layout Page
How to Create Saved Lists
How to add the probability and forecasting feature
Customize Contacts Status
Default View Settings
Advanced Search Feature
Bulk Update Projects
How to Link Project Management Projects
How to Update Project Management Activity List Based on Contract Type
How to Copy a File
New File Enhancement Features
Homepage Overview
Project Management Homepage Overview
Company Information Overview
How to Create a Proposal
How to Pull a Custom Fields Report
New Global Search Feature
Global Search Enhancement Features
How to Use the Resources Tab
How to Use Followup CRM for Business Development
How to Add and Edit a User
How to Use Pre-qualifications
How to Set Up A New User Dashboard
How to Set up Your Email Integration + Notifications
How to Export a Sales Behavior Date to Your Personal Calendar
How to Add or Update Sales Behaviors
Project Management Dashboard Overview
How to Add a File to Your Pipeline
How to Add Custom Fields
How to Lock an Activity in Followup CRM
How to Take a Signed Contracted File and Create a New Project Management File (Users)
Goals Overview
How to View Documents in Grid Format
Email Signature in FollowUp CRM
How to Delete a User
How to Add a Project to Your Dashboard
How to Pin a Comment to the Top
How to Attach a Document or Photo
How to Add Followup to Your iPhone
How to Update Code Groups
How to Use the Clients Tab
How to Enter a New Project
New Storage Folder Feature
New Sales Status Feature Overview
How to Delete a Project from my Dashboard