CRM
Our Customer Relationship Management app gives you a systematic method to gather leads, communicate with potential customers, and manage the workflow from the initial sales opportunity to closing the sale. CRM is designed to integrate with our other apps such as RFMS Mobile and Measure Mobile.
General
Getting Started
- Viewing the Recent Activity Screen
- Viewing Chats and Notifications Across Screens
- The CRM Dashboard
- What is CRM?
- CRM Download and Installation
- CRM Beta Download and Installation
Pipeline
- Switching Between Pipeline View and List View
- Adding Tags to an Opportunity
- How to Use the CRM Questionnaire
- How to Keep Track of Samples Given
- How to Use the CRM Pipeline Workflow
- How to Read and Use Opportunity Cards