(No longer supported)
Frequently Asked Questions
- How do I see only my followups?
- How can I view my followups by customer?
- Can I change the sort order for the Follow-Ups Listing?
- How do I add followup notes?
- Can I filter the followups on a quote to see only one customer?
- How can I follow a project?
- Can I change or add specifiers on a quote?
- Followup Listing
- Followup Entry
- Followup Editor