Restoration CRM
Sales CRM designed for restoration marketing (fka LuxorCRM)
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Activity Settings
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Adding new users in CRM (fka Luxor)
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Auditing Jobs, Contacts, and Organizations
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Creating / editing Activity Types
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Customizing modules, fields, and tabs
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Contact Association Alerts (referrals and job associations)
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Business Alerts (Auto Email Notifications & Tasks)
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Email alerts for Appointment Invitations, Tasks, Records
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Email reminders in CRM
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Neglect Threshold Alerts
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Adding opportunities to Contacts
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Adding a Company in the mobile app
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Blank Contacts in CRM
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Copying Views
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Editing Route Stops and Route order
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Business Development Dashboard
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Creating a Dashboard
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Closing Ratios Dashboard
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Dashlet / Dashboard settings
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Deleting Dashlets and Dashboards
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Campaign Automations
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Creating Email Templates
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Creating Marketing Campaigns & Issues
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Creating Target Lists
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Identifying email opt-outs in CRM
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Creating custom reports in CRM (fka Luxor)
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Days Since Last Activity does not include my recent activities
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Employee activities are not showing on the Management Report
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Employee's name is not displaying for Incentive Report
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Employee not showing on Simple Activity Report