Sending An Ad To Traffic Textual content is below the video. Traffic System: The process of submitting an order to traffic (click to open) Send An Ad To Traffic Start with your list of Active Production Orders by clicking on Production Orders under the Production drop...
Import Traffic From Natural Log Textual content is below the video. Import Traffic From Natural Log (click to open) Importing From Natural Log And Adding New Employees: To Access this page – click on (Your Name) on the top right of the screen. Click on...
influenceFM Traffic Order System Overview Textual content is below the video. Traffic Order System Overview (click to open) Traffic Order System Overview Navigating Through A Traffic Order: “Traffic Orders” are located under the “Production”...
Production: Production Order Work Flow Textual content is below the video. Production Order Work Flow Production Order Work Flow Status of the Production Order 1. Copy Writer/Drafts: the rep or the copy writer creates the copy for the ad and then submits that ad to...
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...
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 “Actions” Button Overview Textual content is below the video. influenceFM “Actions” Button Below will explain what the orange “Actions” button will do in Connect, SmartRate, Production and WikiCopy. The Action button is...
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...
(For Managers) Connect/CRM Settings Overview Textual content is below the video. To get to ALL settings in influence FM, click your name in the top right-hand corner and select any option you may need. General Settings (click to open) General Settings Management To...
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...
How To Submit A Preproduced Production Order to Traffic Textual content is below video. To expand video click on the icon at the very bottom right of the video. Preproduced Production Orders (click to open) Submitting a Preproduced Production Order To Traffic A...
(For Managers) Profile: Employee Rights Textual content is below the video. Profile: Employee Rights (click to open) Employee Rights: Profile: This is where you can edit the employees username, phone numbers, bio, image and employee rights. This is where you can turn...
(For Managers) Pending Contracts Textual content is below the video. Pending Contracts (click to open) Contract Management: Pending Contracts – In this section, managers will be able to approve, reject or edit a contract, as well as, sending an approved contract...
(For Managers) Report Settings Textual content is below the video. Report Settings (click to open) Setting Up Reports for Managers: Click on your name in the top right corner of your screen, then click on “Report Settings” in the drop down menu. This page...
How to Create a New Production Order Textual content is below video. To expand video click on the icon at the very bottom right of the video. There are two types of production orders in influence FM: Standard PO – This is when you actually need to get a...
(For Managers) Custom Forms Training Textual content below the video To get to custom forms (and ALL settings) Click your name in the top right hand corner. Custom Forms Settings Custom Forms Management: CNA Forms: Here is where you can...
Production & Traffic Order Training Textual content is below video. To expand video click on the icon at the very bottom right of the video. Understanding the Creative Process and Work Flow (click to open) This Section Will Tell You What The Status of Each PO...
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”...
