Meet your Instructors

Internal Marketing

Rachel Hughes

Rachel is the Internal Marketing Coordinator at FollowUp CRM. When she isn't busy educating users on platform practices, she enjoys hiking, spending time with her kids, music, and playing pickleball with the other Rachel.

Onboarding and Support Specialist

Rachel Goodrich

- Rachel is the Onboarding and support specialist and FollowUp CRMs resident expert. When she isn’t working with our team of software developers, she enjoys running, cooking, musical theater, and playing pickle ball with the other Rachel.

Course curriculum

  • 1

    Welcome to the course!

    • Introduction to PowerUp: FollowUp CRM 201
  • 2

    The Basics: FollowUp CRM 101

    • Your Dashboard Explained

    • How to Enter a Project

    • How to Add Multiple Companies to a Project

    • Copying a Project and Copying a Project as a Related File

    • How to Add and Manage Sales Activities
  • 3

    Emailing Clients from Followup

    • How Followup Interacts with Your External Email

    • Email Templates

    • How to Download the Outlook Plug-In
  • 4

    Power Up: Followup CRM 201

    • The Calendar Sync

    • Power Feature: The Project Comments

    • Customizing Your Projects Lists

    • The Proposal Generator

    • Your Report Card

    • Scheduling Reports

    • How to Use Followup for Business Development
  • 5

    It's time to test your knowledge

    • It's time to test your knowledge!
  • 6

    Test Your Knowledge

    • Power Up Certification Test