CRM

General

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

Overview

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

Pipeline

• Pipeline Overview
• Opportunity Cards

Calendar

• How to Integrate CRM Calendar