Getting Started
Introduction to our Customer Relationship Management software and information you need to get started.
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Viewing the Recent Activity Screen
The Recent Activity screen provides a detailed log of recent actions and upda...
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Viewing Chats and Notifications Across Screens
In addition to accessing Recent Chats and Latest Notifications on the dashboa...
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The CRM Dashboard
The Dashboard screen is made up of four information blocks: Activity, Notific...
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What is CRM?
CRM stands for Customer Relationship Management. The primary goal of RFMS CRM...
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CRM Download and Installation
The CRM app is currently available for iOS, Windows, and Android. This docume...
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CRM Beta Download and Installation
The CRM beta is currently available for iOS, Windows, and Android. This docum...
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How to Create an Opportunity
Opportunities are the driving force of the RFMS Customer Relationship Managem...
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How to Edit Opportunity Information
When viewing an opportunity the Overview tab contains all of the general info...
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Using the Activities Tab
The activities tab is your center for keeping track of appointments, tasks, a...
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How to Rename Pipeline Stages
Administrators can log in to RFMS Online Services and edit Pipeline names and...