Course Description

Get your users up to speed by following the steps in the Followup CRM New User training. These modules will walk you through how to use our software, so that you can begin selling more effectively than ever before.

Marketing Coordinator

Alyssa Smith

Course curriculum

  • 1

    New User Training Module

    • Getting Started

    • Setting Up Email Integrations + Notifications

    • Entering a New Project

    • Adding a Project to Your Dashboard

    • Deleting a Project from Your Dashboard

    • How to Add a File to Your Pipeline

    • Using the Clients Tab

    • How to Copy a File

    • How to Attach Documents or Photos to a File