Administrative

• How to Delete a Project
• How to set up probability percentages for forecasting
• How to Edit, Hide, and Move project data fields
• Duplicate Data Protection
• How to add and customize your company statuses
• How to Copy Invitation Link
• Copy Invitation Link
• Easily Link Related Files to Your Projects!
• Link Companies in The Related Companies Section
• How to Check User Activities
• Setting up your Custom Project ID Numbers
• Edit Field Labels
• How to Turn Off Pre-Qualifications
• Import Bulk Data Feature
• Required Fields
• Default a User to Project Management
• Lock user out of account
• How to Set and Manage User Permissions
• Drag and Drop Docs and Photos
• How to Take a Signed Contracted File and Create a New Project Management File (For Admins)
• Company ROI Feature
• User Security Levels
• New User Registration Process
• How to Customize your Columns on the Project Page
• How to Add and Edit a User
• How to Add or Update Sales Behaviors
• How to Set Up A New User Dashboard
• How to only print what you care about.
• How to Assign Sales Activities Per User
• How To Delete a User