Getting Started
Add some articles to this collection
12 articles
Written by Jesse Wilson and Laura Avery
Merging company contacts
Merge duplicate contacts to have one combined recordWritten by Jesse Wilson. Updated over a week ago
Chat with our team
How to talk to sales or customer supportWritten by Jesse Wilson. Updated over a week ago
Customizing Crew Positions / Departments
Add, remove, and re-order your crew department and position listsWritten by Jesse Wilson. Updated over a week ago
Duplicating a Project
How to copy / clone an existing projectWritten by Jesse Wilson. Updated over a week ago
Sharing a Project
Written by Laura Avery. Updated over a week ago
Completing a Project
Written by Laura Avery. Updated over a week ago
Editing Schedule Days
Written by Laura Avery. Updated over a week ago
Creating a Schedule
Written by Laura Avery. Updated over a week ago
Deleting a Project
Written by Laura Avery. Updated over a week ago
Reactivating a Completed Project
Written by Laura Avery. Updated over a week ago
Using The Demo Project
Written by Laura Avery. Updated over a week ago
Add existing contacts to a new project
Copying company contacts from one project to another.Written by Jesse Wilson. Updated over a week ago