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  1. RFMS Help Desk
  2. Add-ons and Integrations
  3. Project Manager (PM)

Project Manager (PM)

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  • Manual Contact Information Form
  • Sales Performance Conversion of Prospects and Customers to Orders
  • Sales Performance: Conversion Quotes and Estimates to Orders
  • Web Sales Leads - CPM
  • CPM - Sales Performance - Sales Leads Aging CSV Fields
  • CPM - Sales Performance - Overal Performance CSV Fields
  • CPM- Sales Performance - Order Status CSV Fields
  • CPM - Sales Performance Customer Conversion CSV Fields
  • CPM- Sales Performance Bids Conversion CSV Fields
  • CPM- Sales Performance Sales Leads Status CSV Fields
  • CPM - Sales Performance Leads Conversion CSV Fields
  • CPM - Prospects Customers CSV Fields
  • CPM - Products CSV Fields
  • CPM- Contacts CSV Fields
  • CPM - Activity CSV Fields
  • Mass Email Using Template
  • Enable Web Sales Leads - System Option
  • CPM - Appending a Quote to An Order
  • Sales Representative - System Option
  • Default Location for Manage Sales Leads - System Option
  • Record Type - System Option
  • Integration with Outlook
  • Set Up User Alerts - System Option
  • Alerts
  • Remarks
  • CPM-Letters
  • CPM-Project Manager Reports-General Tab
  • PM-Project Manager
  • CPM-Project Report Templates
  • CPM-Project Workflow Actions
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