Sarah Swinney
Articles
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Managing Samples Taken on Quotes
In RFMS Mobile you can mark product lines as having a sample taken. Unchecking this box returns the sample. Lines that have a product sample taken will have an icon, , to indicate this. Note: If a...
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Share an Order or Quote for Approval
Sharing a Quote or Order allows you to send a customized document to your customer. This document can have optional approval and signature requirements as well as include contract terms and conditi...
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Share, Print, or Attach the PDF Document for a Quote or Order
There are multiple ways to share the PDF document for your quote or order. This article will go over the steps. For instructions on how to share the document for approval please see this article: S...
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How to Manage Terms and Conditions
The Branding and Legal section of RFMS Online Services (ROS) allows you to manage terms and conditions that can be included on documents in RFMS Mobile, Measure Mobile, and CRM. These can also have...
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The Products Stage
In this stage products with room assignments can be added. These options can then be shared with the customer. This list of approved products and rooms can be assigned to a Measure project for the ...
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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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How to use the CRM Chat Feature
How Does the CRM Chat Feature Work? Initial contact with the customer can be made using CRM Chat in the Contact stage. The Chat tab records all CRM Chat correspondence for multiple numbers at a t...
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How to Use the CRM Pipeline Workflow
This article will cover the overview of the Pipeline screen in CRM. It will highlight the overall workflow process. For specifics about the workflow stages, creating, and working in an Opportunity ...
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How to Create an Opportunity
Opportunities are the driving force of the RFMS Customer Relationship Management app. This article will cover how to create opportunities with new or existing customers. Video Tutorial ...
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What is CRM?
CRM stands for Customer Relationship Management. The primary goal of RFMS CRM is to visually assist the salesperson with the flooring sales process and keep track of sales opportunities helping the...