The Products Stage

In this stage products with room assignments can be added. These options can then be shared with the customer. This list of approved products and rooms can be assigned to a Measure project for the estimator to use.

To download the CRM Handbook see the article What is CRM?

Add/Remove Products

Add:

1. While viewing an opportunity select the Products stage of the pipeline.
   
2. Search for products and select a color and a price level. A write-in price can also be set. Tap Add Product to add it to the opportunity. The search dialog will remain open until you tap Close.
   
   

    Note: The store associated with the product is indicated by the number in the circle next to the product name.

Add Write In:

1. While in the Search Product screen, tap Write In on the bottom left corner.
2. Fill in the product code, name, color, unit price, unit of measure, and quantity.
3. Select Add Product to add the write in product to the opportunity.

Remove:

1. Tap the sub-menu icon next to the product name and select Remove.
   

Assign Rooms to Products

1. While in the Products stage tap "+Room" under a listed product.
2. Begin typing a room name. You can type any name you wish or select from the default room name list.
   
   

    Tip: Room names listed are taken from the default room names list maintained in RFMS Online Services

Create Multiple Options/Assign Products to Options

1. Tap the orange plus button .
2. Name the new option and tap OK to add it.
3. Tap this icon to select which option(s) a product will be assigned to.
   
4. Tap the orange submenu button to edit the option name or remove it altogether.
   
   
   

Attach Images to a Product

1. Tap the camera icon under the listed product.
2. Choose a file or take a photo.
   
3. These images can be included in the products document shared with the customer.

Share Products with the Customer

1. Tap Share Products in the bottom left of the screen.
   
2. My Flooring Link will open to a customizable document.
   

    Tip: Individual lines can be included/excluded by clicking the checkbox next to the line item. Products that have a sample are indicated by the sample icon,, shown after the product name.

3. After customizing the document, select the Share button.
4. Enter your message and choose to send by text message, email, or copy the link to send via another method. When finished tap Send.
   

 Tip: You can set a date that the link will expire on. Alternatively, the Revoke button can be used at anytime to remove access to the link.