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...
(For Managers) Archiving An Employee Textual content is below the video. Archiving An Employee (click to open) Archiving An Employee How to Archive an Employee: When you need to archive an employee, the first thing you need to do is make sure that those customers are...
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...
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...
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...
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...
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 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 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...
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...
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...
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...
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...
Filter Search & Bulk Actions Textual content is below the video. Filter Search and Bulk Action (click to open) Filters & Bulk Action Search Through Your Customer List Click Connect on the left side menu and choose “Customer List” from the drop-down...
