(For Managers) Approve or Reject a SmartRate Contract

(For Managers) Approve or Reject a SmartRate Contract Textual content is below the video. Approve or Reject a Contract (click to open) Contract Management: How to Approve or Reject a SmartRate Contract: You must have permission in order to approve or reject a...

(For Managers) Pending Contracts

(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...

SmartRate: Learn Flat Rate & NTR Contracts

Learn Flat Rate & NTR Line Item Types in SmartRate Textual documentation is below the video Flat Rate and NTR Line Items (click to open) SmartRate Using NTR or Flat Rate: Creating NTR or Flat Rate Contracts: Click on the green “New” button on the top...

SmartRate: Learn About One Sheet Contracts

Learn About One Sheets In SmartRate Textual documentation is below the video SmartRate One Sheet Contracts (click to open) One Sheet Contracts in SmartRate Creating One Sheet Contracts: Click on the green “New” button in the menu on the top left side of...

SmartRate: Setting Up a Package Contract

Learn How To Create A Package In SmartRate Textual documentation is below the video Creating a Package in SmartRate (click to open) New Package Contracts in SmartRate Creating New Packages: Click on the green “New” button in the menu on the top left side...

SmartRate: Managing your Contracts

Welcome to influence FM’s how to Guide on Managing Customer Contracts Textual documentation is below the video Finding your Customer Contracts (click to open) Finding your Customer Contracts: There are three different ways you can find a contract: A simple...

SmartRate: Creating A New Contract

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 “+ New” Options Available

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

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...

influence FM “Actions” Button

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...

(For Managers) Learn about influence FM’s Reports

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

(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...

support

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...

Calendar: Scheduling Appointments

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...

Calendar: Making Appointments In Your Calendar

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...

Production: Preproduced Production Orders

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) SmartRate Settings

(For Managers) SmartRate Settings Textual content is below the video. SmartRate Settings For Contracts (click to open) Contract Settings In SmartRate To Access this page – click on “Your Name” on the top right of the screen. Then click on...

(For Managers) Profile – Employee Rights

(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) Learn influence FM’s Reports for Managers

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...

Production: Learn influence FM’s Production Feature

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...