Sarah Swinney

The CRM beta is currently available for iOS, Windows, and Android. This document provides a walkthrough for installation on each platform. Requirements Must have received the Beta invitation email...

This opt-in is a feature that allows trusted third parties to integrate with your RFMS database via the API. This integration does not require an API Token. Instead, the third party developer can s...

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...

Use RFMS Mobile to enter a customer's credit card information and accept a payment without using a physical payment terminal. This is a card-not-present payment.Video Tutorial  Accept the Payment...

There are multiple ways to add products or services to your quote or order. Begin by taping the gray plus icon, , to bring up the Add Menu. After an item has been added, then you can edit it. Sear...

All opportunities that are in the Contact stage can been seen through the Pipeline screen in CRM. Initial contact can be made with a customer via phone, email, or CRM Chat. For further details on c...

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 ...

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...

  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...

Note: The quote or order must be opened for editing before you can add or edit lines. Tap  in the top right to do this. Editing a Single Line Item These are the options that are available when a ...