FAQ's

14 articles in this collection
Written by Erick Vargas and Brittnee

Drag and Drop Sales Behaviors

Written by Brittnee
Updated over a week ago

Won Job Celebration | What it is | How to Turn it on and Off

Written by Brittnee
Updated over a week ago

New "No Bid" Status

Written by Brittnee
Updated over a week ago

How to set up quotas and goals for your team

Written by Erick Vargas
Updated over a week ago

How do I Send an Email in Followup CRM?

Written by Brittnee
Updated over a week ago

Create an API Token in 3 Easy Steps

Written by Brittnee
Updated over a week ago

Customize Your Dashboard & Projects Columns

Written by Brittnee
Updated over a week ago

How to Reset Your Password

Written by Brittnee
Updated over a week ago

Setting Your Default Email for Gmail Users

Written by Brittnee
Updated over a week ago

How to Make Outlook Your Default

Written by Brittnee
Updated over a week ago

How to Use the Report Card

Written by Brittnee
Updated over a week ago

How to Add Followup to my Android

Written by Erick Vargas
Updated over a week ago

How to Tag Users in the Followup CRM Comments

Written by Brittnee
Updated over a week ago

Why Do I Have Duplicate Follow Ups in my Dashboard?

Written by Brittnee
Updated over a week ago