Randy Ditmars

1. Community
2. CRM
3. CRM Unreferenced Product for Samples

This would be a great feature. We switched as well and have run into the same issue.

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• Created May 05, 2023 18:35
• 2 votes

1. Community
2. CRM
3. CRM "Your Phone" in Chat

Yes, we are using the chat feature more and it is creating a lot more phone traffic to the store rather than to the sales person in the field. You can manually change the phone number but if it can...

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• Created May 25, 2023 14:27
• 1 vote

1. Community
2. CRM
3. RFMS CRM - transfer private notes to outlook

Since the new update. It would be great if private filled into the details area or if you can add "details" when creating the appointment. 

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• Created May 01, 2023 21:28
• 0 votes