Getting Started

• 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