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.
- The CRM Dashboard
- What is CRM?
- CRM Download and Installation
- CRM Beta Download and Installation
- How to Create an Opportunity
- How to Edit Opportunity Information
- How to Use the CRM Pipeline Workflow
- How to Read and Use Opportunity Cards
- How to use the CRM Chat Feature
- Contacting the Customer in CRM
- Marking an Opportunity as Lost or Deleting an Opportunity
- The Products Stage