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Documentationadmin2023-12-15T11:18:34-05:00

FRM for Outlook Plugin Installation Guide & FAQ (v. 2016)

Click here to download PDF

FRM Support Portal Documentation

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Global CRM Topics

Click Here to Download PDF

Topics include:

  • Navigating FRM
  • Setting up Personal Options
  • Entity Views
  • Searching Entity Records
  • Recording Notes
  • Uploading Documents
  • Deactivating Vs. Deleting Records
  • Sending/Receiving Text Messages
  • Merging Records
  • Reviewing Audit History
  • Creating Email Templates
  • Adjusting Time-Zone Setting
  • How to delete browser cookies
  • Stopping Sync of Contacts from FRM to Outlook
  • Adding Unsubscribe Link to an Email Template
  • Send Email Quick Campaigns to a Marketing List
  • Update User Signature

Power User

Click Here to Download PDF

Topics include:

  • Advanced Find Queries
  • Creating Personal Views
  • Creating Personal Dashboards
  • How to Pin Frequently Used records
  • Exporting & Importing Data
  • Committing Bulk Edits of Data

Franchise Information Manager (FIM)

Click Here to Download PDF

Topics include:

  • Open / Close Location
  • Transfer Location
  • Produce Item 20 Report
  • Track Pages & Documents Viewed on Intranet
  • Upload Documents to a Location Record
  • Invite Franchisee to Intranet
  • Change Franchisee Intranet Username / Password

Franchise Sales

Click here to download PDF

Topics include:

  • Intro. to Leads & Opportunities
  • Updating Opportunity Sales Stage
  • Close Lead/Opportunity as Won, Lost, On Hold
  • Send FDD to Single or Multiple Parties
  • Reviewing Status of Sent FDD
  • Locking/Unlocking Candidate Portal Content
  • Auto. Unlock Candidate Portal Content at Specific Sales Stages
  • Configure New Lead Auto-Reply Email
  • Configure Drip Campaigns
  • Configure Candidate Portal Invitation Email
  • Edit FDD Email template
  • Intro. to Candidate Portal Analytics
  • Assign Lead/Opportunity to Another User
  • Configure Lead Routing
  • Inviting a Contact to the Candidate Portal
  • Resetting a Contact’s Username/Password
  • How to Pin Frequently Used records
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Atlanta, GA 30305

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