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

Customizing Notification Settings
You can personalize your notification preferences to stay informed without re...
CRM Licensing and User Administration
The Customer Relationship Management app (CRM) is available through a subscri...
CRM Release Notes
2026 Release NotesCRM 1.4 has been released on Monday, March 30th, 2026 to al...
RFMS CRM Beta Release Notes
CRM 1.1.95 has been released on Tuesday, April 11, 2023, to all testers. N...
CRM Beta Known Issues and Suggested Improvements
See below for lists of known issues and suggested improvements in CRM. Click...

Getting Started

Viewing the Recent Activity Screen
The Recent Activity screen provides a detailed log of recent actions and upda...
Viewing Chats and Notifications Across Screens
In addition to accessing Recent Chats and Latest Notifications on the dashboa...
The CRM Dashboard
The Dashboard screen is made up of four information blocks: Activity, Notific...
What is CRM?
CRM stands for Customer Relationship Management. The primary goal of RFMS CRM...
CRM Download and Installation
The CRM app is currently available for iOS, Windows, and Android. This docume...
CRM Beta Download and Installation
The CRM beta is currently available for iOS, Windows, and Android. This docum...

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Pipeline

Switching Between Pipeline View and List View
Easily switch between views to manage your opportunities in a way that suits ...
Adding Tags to an Opportunity
Tags help you categorize and organize opportunities for easier tracking and f...
How to Use the CRM Questionnaire
The CRM Questionnaire is a customizable list that can help you further the pr...
How to Keep Track of Samples Given
Samples can be managed within a single opportunity, or across multiple oppo...
How to Use the CRM Pipeline Workflow
This article will cover the overview of the Pipeline screen in CRM. It will h...
How to Read and Use Opportunity Cards
Opportunity cards are your way of tracking a sales opportunity from start to ...

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Search

How to View and Restore Deleted Opportunites
CRM users that have administrator role permissions have the ability to view a...
How to Download Opportunity Searches as a CSV File
From the Search screen you can choose to download your query as a CSV file. Y...
How to Search Customers
Use the CRM search screen to find or create opportunities based on a customer...
How to Search Opportunities
Use the CRM Search screen to quickly search for and filter opportunities. Wha...
Search Screen Overview
The CRM search screen allows you to quickly search customers or opportunities...

Calendar

Switching Between Calendar View and List View
Easily switch between views to manage your tasks and appointments in the form...
Calendar Overview
The CRM calendar shows appointments and tasks for all user roles within the C...
How to Sync with and Share CRM Calendar
Transfer this article information to How to Integrate CRM Calendar (zendesk.c...

Reports

Overview and Drilldown Reports
How To View the Overview Reports Screen The Overview Report Section can be fo...
Understanding CRM Reports
CRM provides reporting for how many opportunities were won, lost, or in progr...
How to View the Leaderboard
The Leaderboard is found under the Reports screen, , in CRM. This screen has ...
How to View Close Rates
Close Rates can be found under the Reports screen, , in CRM. This screen has ...
How to Set and View Salesperson Goals
Salesperson goals are set by those with an administrator/manager role while i...