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

Screen_Shot_2020-01-08_at_3.19.59_PM_2.png

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.

Screen_Shot_2020-01-08_at_3.19.59_PM.png

Then when you go to your dashboard you will see the project listed under any active (unchecked) sales behavior.

Screen_Shot_2020-01-08_at_3.30.02_PM.png
Did this answer your question?