Creating and Sharing Snippets in FollowUpCRM

FollowUpCRM

1. 1. Click on your name in the top right

   

2. 2. Click on Your Settings

   

3. 3. Click on Snippets

   

4. 4. Click on New folder

   

5. 5. Type in the folder name

   

6. 6. Check Share with company

   

7. 7. Click on Create

   

8. 8. Click on your created folder

   

9. 9. Click on New snippet

   

10. 10. Select the created folder

    

11. 11. Create the folder name

    

12. 12. Click on Share with Company

    

13. 13. Type into the text box your text

    

14. 14. Click on Create

    

15. 15. Click on the "paper" icon in the bottom right

    

16. 16. Click on the folder you created

    

17. 17. Click on your Snippet