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  1. Apps
  2. CRM

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

  • CRM Licensing and User Administration
  • CRM Release Notes
  • RFMS CRM Beta Release Notes
  • CRM Beta Known Issues and Suggested Improvements

Getting Started

  • 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
See all 8 articles

Pipeline

  • 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
See all 9 articles

Calendar

  • How to Integrate CRM Calendar

Reports

  • Understanding CRM Reports
  • How to View the Leaderboard
  • How to View Close Rates
  • How to Set and View Salesperson Goals

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