Sarah Swinney

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 ...

When viewing an opportunity the Overview tab contains all of the general information for the opportunity. Most of this information is editable. This article covers all of the information contained ...

Use RFMS Mobile to refund all or part of a card payment processed through Payments Flex. Open the order that you want to process a refund for. Select the Refund button from the action bar. In the ...

The activities tab is your center for keeping track of appointments, tasks, and internal communications. What's on the Activities Tab? A. Notices of upcoming tasks or appointments will be at th...

Note: The quote or order must be opened for editing before you can edit lines. Tap the edit button  in the top right to do this. How To: Check a single line item Select the Line tab The top most...