PowerUp- User Training 201
for FollowUp CRM Users, Admins, and Champions
Rachel Hughes
Rachel Goodrich
Introduction to PowerUp: FollowUp CRM 201
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
How Followup Interacts with Your External Email
Email Templates
How to Download the Outlook Plug-In
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
It's time to test your knowledge!
Power Up Certification Test