CRM

General

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

Getting Started

• What is CRM?
• CRM Download and Installation
• CRM Beta Download and Installation
• How to Create an Opportunity
• How to Edit Opportunity Information

Pipeline

• Pipeline Overview
• Opportunity Cards
• The Contact Stage
• The Products Stage
• The Measure Stage
• The Quote Stage

Calendar

• How to Integrate CRM Calendar