How to Add a Project to Your Dashboard Erick Vargas
When adding a project to Followup you can add a follow-up date so you'll remember when you need to follow-up with your client. To add a project to your dashboard you will need to set a sales behavior date (this is the list on the right with the date boxes).
Add a date to one or more of your sales behaviors and save.
***Please Note: To add a project to your dashboard your name must be listed on the file as the Estimator, Account Manager or Take Off Person
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Once you save, you will see the dates in the date box and there are small check boxes are now present to the left of the sales behaviors.
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Then when you go to your dashboard you will see the project listed under any active (unchecked) sales behavior.
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