Sarah Swinney
Articles
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How to Customize Measure Appointment Notifications
This is a Measure Reminder text for the customer associated with a CRM opportunity. The phone number that is used is the number that occupies the "Phone 1" slot in the Sold To section in the Overvi...
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How to Search Opportunities
Use the CRM Search screen to quickly search for and filter opportunities. What information is shown on the Search Opportunities screen? A. Opportunities listed will have a colored icon next to the...
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Search Screen Overview
The CRM search screen allows you to quickly search customers or opportunities and filter the results. A. Switch between searching opportunities or customers B. View deleted opportunities C. Choos...
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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 Read and Use Opportunity Cards
Opportunity cards are your way of tracking a sales opportunity from start to finish. The card offers much of its information at a glance. The color bar on the left of the card coordinates...
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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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Marking an Opportunity as Lost or Deleting an Opportunity
Note: Marking an opportunity as Lost or Deleting it will affect your CRM Reports. For more information please see the article Understanding CRM Reports. Marking an Opportunity as Lost The butt...
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How to Rename Pipeline Stages
Administrators 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 22 characte...
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How to Get a Credit Card Pre-Authorization on a Quote
Obtaining Credit Card Pre-authorizations is a feature of RFMS Credit Card Services and will work for users of Payments Flex, CardPointe (Clover), and Cyncly Pay. Please review the article Credit Ca...
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Processing Refunds through RFMS Mobile
Orders that have had payment taken via Payments Flex, Cyncly Pay or CardPointe can have refunds processed through RFMS Mobile. Open the order that you want to process a refund for. Select the Refu...