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:
- While viewing an opportunity select the Products stage of the pipeline.
- Search for products and select a color and a price level. Tap Add Product to add it to the opportunity. The search dialog will remain open until you tap Close.
Remove:
- Tap the sub-menu icon
next to the product name and select Remove.
Assign Rooms to Products
- While in the Products stage tap "+Room" under a listed product.
- 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
- Tap the orange plus button
.
- Name the new option and tap OK to add it.
- Tap this icon
to select which option(s) a product will be assigned to.
- Tap the orange submenu button
to edit the option name or remove it altogether.
Attach Images to a Product
- Tap the camera icon
under the listed product.
- Choose a file or take a photo.
- These images can be included in the products document shared with the customer.
Share Products with the Customer
- Tap Share Products in the bottom left of the screen.
- 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.
- After customizing the document, select the Share button.
- 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.
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