Learn the craft, not just the buttons.
Guides and articles on running enquiries properly: how to capture them, follow up without slipping, quote with confidence and collect what is owed.
Guides and articles
Filter by what you are working on right now.
Showing 6 resources in Product Guides
Your first workspace, end to end
Branches, users, roles, enquiry forms and the settings most teams get wrong on day one.
Designing a pipeline people trust
Stages, probabilities and the naming decisions that make forecasting honest.
Quotation templates that match your brand
Uploading your format, adding terms, taxes and signature blocks once.
Assignment rules that never leave work stranded
Pick the distribution rule that fits your team, then see what happens when a person does not pick up.
Reports that actually get read
The six reports worth having on a screen, and the four that look useful but are not.
Automations that keep the team honest
Reminders, escalations and stage triggers without nagging anyone.
Set Folow up the way your business works.
Short walkthroughs for the parts most teams configure themselves.
First workspace
Brands, branches, users, roles and the first enquiry form, set up in an afternoon.
12 min readDesigning your pipeline
Choosing stages, naming them well, and setting what each stage means for forecasting.
8 min readQuotation templates
Uploading your format, adding terms, taxes and signature blocks once.
6 min readAssignment rules
Round robin, by source, by region or by workload, including what happens when nobody replies.
7 min readReports that get read
The six reports worth having on a screen, and the four that look useful but are not.
9 min readAutomations
Reminders, escalations and stage triggers that keep the team honest without nagging.
10 min readAnswers, not tickets
Step-by-step help for every module, written for the person doing the job rather than the person who built the feature.
Ask the help center →Reference for administrators
Field types, permissions, API, data exports, migration and everything else you will need when you go deeper.
Request administrator access →Where do I start?
Start with the first workspace guide, then read how to design your pipeline. Those two decisions determine how the rest of Folow feels to your team.
How do I migrate my existing enquiries?
Import customers, enquiries, quotations, invoices and payments from a spreadsheet or your previous system. We will help you map the columns correctly.
Can we get help setting up?
Professional includes guided onboarding, Business includes assisted setup and Enterprise includes a managed rollout. Talk to us if you are unsure.
Reading is useful. Using it is better.
Put one of these into practice this week with our team.