influence FM Dashboard Textual content is below the video. Dashboard At A Glance (click to open) influence FM Dashboard: The dashboard is where you are able to see a summary of company sales, budget, CNA’s, Collections, etc. The modules are customizable to each...
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...
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...
influence FM Documentation Search for: Customer List Calendar Contract List Creating New Contracts Creating a New PO Production Features Management Training General Settings Dashboard (Management) Pending Actions Report...
