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Help Center
System Settings
Getting Started
Integrations
CompanyCam
DataForma
Deltek
Estimating Edge
FCS
Foundation
Hover
QuickBooks
Stack
Sage
Procore
Spectrum
Vista
Zapier
Followup + Email Integration
Automations
Overview
Automations Enhancements
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
Proposal Generator (User Level)
Proposal Generator (Admin Level)
Administrative
Feature Overview
Pricing Import
FAQ's
Quick Start Guide
Custom Reporting
System Settings
How to set Default Dashboard & Activities
How to Customize the Project Data
How to change your sales status colors
How to Add Multiple Companies to a Single Project
How to Customize and Edit your Project ID Numbers
Default View Settings
How to Add Custom Fields
Email Notification Settings
How to Set Required Comments for Sales and Contact Activities
