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...
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...
influenceFM Open Prospect List Textual content is below the video. Open Prospect List (click to open) Open Prospects Claim An Open Prospect On the left side of your screen, click on “Connect” and choose “Open Prospects” from the drop-down menu....
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...
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...
WikiCopy: Radio Copy Library Textual content is below the video. WikiCopy (click to open) WikiCopy To Write Ad Content No more writers block when trying to write radio ads. We have over 350,000 pieces of copy in our copy library that is 100% free to use! WikiCopy was...
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...
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...
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...
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...
