Getting Started

• Your Dashboard Explained
• How to Add Residential Contacts from the Project Page
• How to Attach Multiple Documents to an Email
• Ability to Load 15, 25, or 50 items per page
• Open Project Links in a New Tab
• How to Tag Someone in a Project
• How to Re-Order the Project Page
• How to Use Advanced Search
• How to Copy a Project
• How to Create Saved Lists
• Customize Contacts Status
• Bulk Update Projects
• How to Copy a Project
• Homepage Overview
• How to Use the Resources Tab
• How to Use Pre-qualifications
• How to Add a Project to Your Pipeline
• How to Lock an Activity in Followup CRM
• How to View Documents in Grid Format
• 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 Project Data
• How to Use the Clients Tab
• How to Enter a New Project
• How to Delete a Project from my Dashboard
• How to Add Photos or Documents from the Mobile App
• How to Pin Your Followup Outlook Plugin to Your Outlook Toolbar