Calendar Training: Deleting An Appointment Textual content is below the video. Deleting an appointment (click to open) Calendar Training: Deleting An Appointment Only appointmens that have not been completed yet can be deleted. If the appointment has been completed,...
Calendar: Changing Your Appointment Date & Time Textual content is below the video. Changing Your Appointment (click to open) Changing Your Appointment There are (2) ways you can change your appoinment Click and Drag – click on your appointment, hold and...
Different Ways To View Your Calendar Textual content is below the video. Viewing Your Calendar (click to open) Viewing Your Calendar There are three different ways to view your calendar. You can find the options in the top RIGHT of the calendar screen pictured below....
Calendar Training – Scheduling A New Appointment Textual documentation is below video. Scheduling An Appointment In Your Calendar (click to open) Get To Know Your Calendar: Taking a detailed look at completing your daily appointments Adding appointments to your...
Welcome to influence FM’s connect CRM Calendar Training Textual documentation is below video. Getting to Know Your Calendar (click to open) Get To Know Your Calendar: Taking a detailed look at completing your daily appointments To add an appointment from the...
Calendar Training: Completing Your Calendar Textual content is below the video. Calendar Training (click to open) Calendar Training: Completing Your Calendar This is by far the most important component to influence FM’s calendar. In order to fill out your...
(For Managers) Company Wide Calendar Settings Training Textual content is below the video. Calendar Settings (click to open) Calendar Management To Access the managment calendar options: 1. click on the light blue “Welcome” box in the top right corner of...
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...
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 “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...
TeleProspecting Textual content is below the video. TeleProspecting (click to open) TeleProspecting TeleProspecting is a great feature where random potential customers come up on the page for sales reps to contact after they enter in the zip code for that area they...
(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...
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 connect’s Pending Actions Textual documentation is below the video. Philosophy Pending actions in connect is the “Anti-Neglect”, “the Red Flag”, or “Tattle Tell” feature in the system...
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”...
influence FM’s Connect Customer List Textual content is below the video Philosophy: Recommended Read (click to open) Philosophy of influence FM’s CRM: Sales is the HARDEST Job in the world! The idea behind the influence FM client list and calendar is to...
