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Help Center
Getting Started
Getting Started
Reports and Analytics
Integrations
Proposal Generator
Administrative
Feature Overview
FAQ's
Getting Started
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 Delete a File
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