ProLine

Follow these detailed steps to fully onboard your company onto ProLine CRM!

Guide: ProLine Onboarding & Initial Setup

This is a guide for existing ProLine customers who want to convert their ProLine account to the new CRM version.

Guide: Upgrade To ProLine CRM (From ProLine Legacy Version)

Learn how to automate sales follow-up in your ProLine account to sell more jobs.

Guide: Automate Sales Follow-up with ProLine

Learn how to use ProLine's built-in review request system to generate more referrals from past customers effectively.

Guide: How to Generate Referrals With ProLine

Easily set up an appointment reminders campaign in ProLine using event triggers and campaigns.

Guide: Setup Appointment Reminders Campaign

Rehashing leads in ProLine helps revive cold prospects, unlock significant sales opportunities, and increase your ROI from ProLine.

Guide: How to Lead Rehash with ProLine

Learn how to add a new stage to your ProLine pipeline and connect automations to perform various actions.

Guide: How to Add a New Stage With Automations

Learn how to use ProLine's built-in features to generate Google My Business reviews efficiently without additional costs.

Guide: Generating Google Business Reviews with ProLine

This guide breaks down step-by-step how to set up ProLine quote templates to automatically and accurately quote your projects.

Guide: How to Set Up Quote Templates

AJ Briley

Laura Acosta

Guides for ProLine account initial setup.

Setup & Onboarding Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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