FollowupCRM Software Setup
taught by Ryan Groth
Setting up software doesn't have to be a headache. Follow Ryan as he guides you step by step in getting FollowUp Power underway. It's easy! Get started now.
Administrator Set Up Part 1
1 - Adding Users
2 - Defining the Sales Process
3 - Setting Up Dashboards
4 - Establishing Sales Behaviors
5 - Setting Goals
6 - Setting Up Alerts
7 - Setting Up Codes - Office
8 - Setting Up Codes - Contract Type
9 - Setting Up Codes - Client Profile + Products Services
10 - Setting Up Codes - Lead From
11 - Setting Up Codes - Marketing Status
12 - Setting Up Codes - Sales Status
13 - How to Enter a Project File
14 - How to Enter a B.D. file (Prospecting)
15 - Using Tech Support Ticket System
16 - Ensuring a Successful Training and Implementation
We suggest moving this party over to a full size window.
You'll enjoy it way more.