Getting Started

37 articles in this collection
Written by Erick Vargas and Courtney Allbee

How to View Documents in Grid Format

Written by Courtney Allbee
Updated over a week ago

How to Use the Resources Tab

Written by Courtney Allbee
Updated over a week ago

How to Use Followup CRM for Business Development

Written by Courtney Allbee
Updated over a week ago

How to Link Project Management Projects

Written by Courtney Allbee
Updated over a week ago

How to Use Pre-qualifications

Written by Courtney Allbee
Updated over a week ago

Global Search Enhancement Features

Written by Courtney Allbee
Updated over a week ago

New File Enhancement Features

Written by Courtney Allbee
Updated over a week ago

New Global Search Feature

Written by Erick Vargas
Updated over a week ago

How to Add Followup to Your iPhone

Written by Erick Vargas
Updated over a week ago

How to Export a Sales Behavior Date to Your Personal Calendar

Written by Erick Vargas
Updated over a week ago

How to Attach a Document or Photo

Written by Erick Vargas
Updated over a week ago

How to Copy a File

Written by Erick Vargas
Updated over a week ago

How to Use the Clients Tab

Written by Erick Vargas
Updated over a week ago

How to Delete a File

Written by Erick Vargas
Updated over a week ago

How to Add a File to Your Pipeline

Written by Erick Vargas
Updated over a week ago

How to Set Up A New User Dashboard

Written by Erick Vargas
Updated over a week ago

How to Delete a Project from my Dashboard

Written by Erick Vargas
Updated over a week ago

How to Delete a User

Written by Erick Vargas
Updated over a week ago

How to Add a Project to Your Dashboard

Written by Erick Vargas
Updated over a week ago

How to Add and Edit a User

Written by Erick Vargas
Updated over a week ago

How to Enter a New Project

Written by Erick Vargas
Updated over a week ago

How to Add or Update Sales Behaviors

Written by Erick Vargas
Updated over a week ago

How to Set up Your Email Integration + Notifications

Written by Erick Vargas
Updated over a week ago

How to Update Code Groups

Written by Erick Vargas
Updated over a week ago

How to Add Custom Fields

Written by Erick Vargas
Updated over a week ago

Goals Overview

Written by Erick Vargas
Updated over a week ago

Homepage Overview

Written by Erick Vargas
Updated over a week ago

How to Create a Proposal

Written by Erick Vargas
Updated over a week ago

New Sales Status Feature Overview

Written by Erick Vargas
Updated over a week ago

Project Management Dashboard Overview

Written by Erick Vargas
Updated over a week ago

How to Take a Signed Contracted File and Create a New Project Management File (Users)

Written by Erick Vargas
Updated over a week ago

Project Management Homepage Overview

Written by Erick Vargas
Updated over a week ago

How to Lock an Activity in Followup CRM

Written by Erick Vargas
Updated over a week ago

Company Information Overview

Written by Erick Vargas
Updated over a week ago

New Storage Folder Feature

Written by Erick Vargas
Updated over a week ago

How to Pin a Comment to the Top

Written by Courtney Allbee
Updated over a week ago

How to Pull a Custom Fields Report

Written by Courtney Allbee
Updated over a week ago