General Features
Collection of articles that review all general features that are listed within the hamburger menu within your ProLine account.
By Oliver and 2 others3 authors108 articles
- Data Manager: Overview
- Data Manager: Projects
- Data Manager: Projects – Bulk Edit/Delete
- Data Manager: Export CSV
- Data Manager: Projects - Import CSV
- Data Manager: Orgs
- Data Manager: Files - Company Files
- Data Manager: Files - Import CSV
- Data Manager: Files - All Files
- Data Manager: Contacts
- Data Manager: Contacts – Bulk Edit & Bulk Delete
- Data Manager: Jobs
- Data Manager: Activities
- Data Manager – Activities: Import CSV
- Data Manager: Contacts – Import CSV
- Workflows: Workflow Builder
- Workflows: Overview
- Workflows: Triggers
- Workflows: Active Workflows
- Workflows: Workflow Steps Overview
- Guide: How to Migrate from Campaigns to Workflows
- Workflows: Triggers - Dynamic Fields
- Workflows: Step - "Send Email Notification"
- Workflows: Step - "Send Text"
- Workflows: Step - "Send Email"
- Workflows: Step - "Send Push Notification"
- Workflows: Step - "Create Task"
- Workflows: Step - "Clear Tasks"
- Workflows: Step - "Create Project"
- Workflows: Step - "Send Webhook"
- Workflows: Step - "Move Project"
- Workflows: Step - "Tag Project"
- Workflows: Step - "Tag Contact"
- Workflows: Step - "Set Lead Source"
- Workflows: Step - "Assign Project"
- Workflows: Step - "Queue Projects"
- Workflows: Step - "Zapier Trigger"
- Workflows: Step - "Start a Workflow"
- Workflows: Step - "Stop Workflow"
- Workflows: Step - "Restart Workflow"
- Workflows: Step - "Send to CompanyCam"
- Workflows: Step - "SendJim"
- Workflows: Step - "Dope 360 Direct Mail"
- Workflows: Step - "AI Agent Call"
- Workflows: Step - "Wait Before Next Step"
- Integrations: Email & Calendar
- Integrations: CompanyCam
- Integrations: RoofQuote PRO (Roofle)
- Integrations: Eagleview
- Integrations: Dope 360
- Integrations: SendJim
- Integrations: Angi
- Integrations: Quickbooks
- Integrations: Web Leads
- Integrations: Web Forms
- Integrations: GAF QuickMeasure
- Integrations: Hover
- Integrations: RoofScope
- Integrations: Measurement
- Integrations: Backup (Google Drive)
- Integrations: Directorii
- Integrations: ABC Supply
- Integrations: QXO
- Integrations: Zapier
- Integrations: Zapier - Lead Scout
- ProLine Webhooks
- Integrations: Calendly
- Guide: Integrate Your Website & Landing Pages with ProLine for Speed-To-Lead
- Connect External Booking Systems to ProLine Using Zapier
- Integrations: SRS Distribution
- Integrations: RidgeQuote
- Manage Team: Overview
- Manage Team: Adding New Team Member
- Manage Team: Removing or Replacing Team Member
- Manage Team: User Types
- Manage Team: AI Agents – Adding Agents
- Manage Team: AI Agents – Scheduling Settings
- Manage Team: Commission
- Manage Team: Permission Profiles
- Manage Team: Switching Between Team Member Profiles