Sarah Swinney

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 ...

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...

How To:  While editing a quote or order check a single line item that is a product Tap the Line tab and scroll to the button Tap the button to begin the search for product templates In the windo...

The Measure stage allows you to schedule a custom measure appointment for the customer with an estimator. From this stage you can also create a Measure Mobile project that can be easily accessed fr...

This article covers how to reserve, cut, or request inventory while searching for a product in RFMS Mobile, or to an existing line item on an order. The option between Reserve/Cut inventory or Requ...

When a Measure project related to an opportunity has been published, or product selections through the Products Stage have been finalized, a quote can be made.  To download the CRM Handbook see the...

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...

How To: While editing a quote or an order check a single line item Tap the Line tab and scroll to the button Tap the button to search available inventory Quotes Orders When checking inventory ...

When exporting a quote to an order the quote must first be saved. Be sure to tap , and ensure that you are viewing, not editing the quote.  Tips: A quote can be exported more than once. If there ...

Note: This action can be taken while the quote or order is in view mode or edit mode. How To: Check a single line item Tab the Line tab Scroll to the button The Product details page will then ...