influenceFM Alerts & Tasks Textual content is below the video. Alerts & Tasks (click to open) Alerts & Tasks Alerts should be the 1st thing you check everyday when you initially open influenceFM. Alerts are located under the little bell icon on the top...
influenceFM “+ New” Options Available Textual content is below the video. influenceFM “+ New” Options Available The + New Section is a convenient time saving option. The “+ New” options are available when you would like to enter a...
Learn about influence FM’s Reports Available Reports for Managers in influenceFM (Daily activity reports run at 3:00 AM Pacific time.) The following are 8 detailed reports available for managers: Projections Collections Projected Sales Annual Budgets Friday...
influence FM Documentation Search for: Management Training Click Here F.A.Q. Click Here Helpful Sales Tips & Tools Click Here Calendar Alerts & Tasks Dashboard Open Prospects Contracts Production TeleProspecting Search Customers Traffic WikiCopy Actions F.A.Q. How do...
Welcome to influence FM’s Tasks Training Textual Content Is Below The Video influence FM Tasks Management System “Tasks” are only for duties that are NOT related to a customer Uses: The task system is intended for things such as internal meetings...
Welcome to influence FM’s Reports Training Reports For Managers (click to open) Reports Management Available Reports for Managers: (Daily activity reports run at 3:00 AM Pacific time.) The following are 8 detailed reports available for managers: Projections...
Welcome to influence FM’s how to Guide on Creating new Contracts in Smart Rate Textual documentation is below the videos Creating a new contract (click to open) Creating a New Contract: Creating Cash/Trade/Bonus Contracts: Click on the big green “New”...
Welcome to influence FM’s connect CRM Calendar Training Textual documentation is below video. Adding a task from the calendar screen (click to open) The “Task” Module is integrated into the calendar. To add a task from the calendar follow the...
