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...
