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Sarah Swinney

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Latest activity by Sarah Swinney
  • Sarah Swinney created an article,

    The CRM Dashboard

    The Dashboard screen is made up of four information blocks: Activity, Notifications, Tasks, and Appointments. Upcoming Appointments All upcoming appointments related to opportunities assigned to...

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  • Sarah Swinney created an article,

    How to Rename Pipeline Stages

    Administrators and Managers can log in to RFMS Online Services and edit Pipeline names and settings through the Pipeline section. a. Change the default stage names to anything you like (limited to...

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  • Sarah Swinney created an article,

    The Order Stage

    Once a quote has been approved an order can be created. When an order is created the opportunity advances to the Won column in the Pipeline Overview screen. Opportunities in the Won column are coun...

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  • Sarah Swinney created an article,

    How to Add and Edit Locations

    Locations that inventory can be moved from or to can be edited in the Warehouse Mobile app. To add, remove, or edit locations tap the "From" or "To" box and select Edit Locations. How To...

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  • Sarah Swinney created an article,

    How to Add and Edit Warehouses

    Warehouse names and store associations can be adjusted from within the Warehouse Mobile app. When selecting the "From" location tap on Edit Warehouses at the bottom. How to Add a Warehouse...

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  • Sarah Swinney created an article,

    Using the Activities Tab

    The activities tab is your center for keeping track of appointments, tasks, and internal communications. What's on the Activities Tab? A. Notices of upcoming tasks or appointments will be at th...

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  • Sarah Swinney created an article,

    How to Enable Pick Up in RFMS System Options

      Note: Lines will only be available for Pick Up through Warehouse Mobile after this setting has been enabled and then subsequently had their status changed to Delivered by printing a Picking Tick...

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  • Sarah Swinney created an article,

    How to Use Warehouse Pick Up

      Note: This feature requires RFMS version 21.99+ 1. Locate the Order The Warehouse Mobile Pick Up screen allows you to search RFMS Order Entry and locate specific orders. This uses RFMS Smart Se...

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    • 2 followers
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  • Sarah Swinney created an article,

    How to Set and View Salesperson Goals

    Salesperson goals are set by those with an administrator/manager role while in the CRM app. To access these settings go to the Reports screen, , then tap the Goals icon, , in the upper right corner...

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  • Sarah Swinney created an article,

    How to View Close Rates

    Close Rates can be found under the Reports screen, , in CRM. This screen has different options depending on whether you have a role as an estimator/salesperson or as an administrator/manager. For m...

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