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  1. RFMS Beta Apps & API
  2. CRM
  3. Getting Started

Getting Started

Introduction to our Customer Relationship Management software and information you need to get started.

  • Viewing the Recent Activity Screen
  • Viewing Chats and Notifications Across Screens
  • The CRM Dashboard
  • What is CRM?
  • CRM Download and Installation
  • CRM Beta Download and Installation
  • How to Create an Opportunity
  • How to Edit Opportunity Information
  • Using the Activities Tab
  • How to Rename Pipeline Stages
RFMS Beta Apps & API