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

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
See all 10 articles

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
See all 13 articles

Search

  • How to View and Restore Deleted Opportunites
  • How to Download Opportunity Searches as a CSV File
  • How to Search Customers
  • How to Search Opportunities
  • Search Screen Overview

Calendar

  • Switching Between Calendar View and List View
  • Calendar Overview
  • How to Sync with and Share CRM Calendar

Reports

  • Overview and Drilldown 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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