Getting Started

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39 articles in this collection
Written by Erick Vargas, Courtney Allbee, and Erika

Email Signature in FollowUp CRM

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Written by Erika
Updated this week

How to View Documents in Grid Format

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Written by Courtney Allbee
Updated over a week ago

How to Use the Resources Tab

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Written by Courtney Allbee
Updated over a week ago

How to Use Followup CRM for Business Development

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Written by Courtney Allbee
Updated over a week ago

How to Update Project Management Activity List Based on Contract Type

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Written by Courtney Allbee
Updated over a week ago

How to Link Project Management Projects

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Written by Courtney Allbee
Updated over a week ago

How to Use Pre-qualifications

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Written by Courtney Allbee
Updated over a week ago

Global Search Enhancement Features

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Written by Courtney Allbee
Updated over a week ago

New File Enhancement Features

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Written by Courtney Allbee
Updated over a week ago

New Global Search Feature

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Written by Courtney Allbee
Updated over a week ago

How to Add Followup to Your iPhone

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Written by Erick Vargas
Updated over a week ago

How to Export a Sales Behavior Date to Your Personal Calendar

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Written by Courtney Allbee
Updated over a week ago

How to Attach a Document or Photo

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Written by Erick Vargas
Updated over a week ago

How to Copy a File

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Written by Erick Vargas
Updated over a week ago

How to Use the Clients Tab

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Written by Erick Vargas
Updated over a week ago

How to Delete a File

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Written by Erick Vargas
Updated over a week ago

How to Add a File to Your Pipeline

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Written by Erick Vargas
Updated over a week ago

How to Set Up A New User Dashboard

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Written by Erick Vargas
Updated over a week ago

How to Delete a Project from my Dashboard

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Written by Erick Vargas
Updated over a week ago

How to Delete a User

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Written by Erick Vargas
Updated over a week ago

How to Add a Project to Your Dashboard

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Written by Erick Vargas
Updated over a week ago

How to Add and Edit a User

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Written by Erick Vargas
Updated over a week ago

How to Enter a New Project

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Written by Erick Vargas
Updated over a week ago

How to Add or Update Sales Behaviors

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Written by Erick Vargas
Updated over a week ago

How to Set up Your Email Integration + Notifications

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Written by Erick Vargas
Updated over a week ago

How to Update Code Groups

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Written by Erick Vargas
Updated over a week ago

How to Add Custom Fields

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Written by Erick Vargas
Updated over a week ago

Goals Overview

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Written by Courtney Allbee
Updated over a week ago

Homepage Overview

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Written by Courtney Allbee
Updated over a week ago

How to Create a Proposal

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Written by Courtney Allbee
Updated over a week ago

New Sales Status Feature Overview

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Written by Courtney Allbee
Updated over a week ago

Project Management Dashboard Overview

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Written by Courtney Allbee
Updated over a week ago

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

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Written by Courtney Allbee
Updated over a week ago

Project Management Homepage Overview

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Written by Courtney Allbee
Updated over a week ago

How to Lock an Activity in Followup CRM

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Written by Courtney Allbee
Updated over a week ago

Company Information Overview

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Written by Courtney Allbee
Updated over a week ago

New Storage Folder Feature

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Written by Courtney Allbee
Updated over a week ago

How to Pin a Comment to the Top

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Written by Courtney Allbee
Updated over a week ago

How to Pull a Custom Fields Report

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Written by Courtney Allbee
Updated over a week ago