Displaying 1-7 of 7 results for:
Customer Relation Management (CRM)
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Support ArticleArticle Views211

Territories

Territories is a CRM feature designed to work with Sales Reps.
Article Type: Customer relation management (crm), Elite only, Features & functions
Last Modified: Sep 17, 2025
Support ArticleArticle Views401

Getting Started with Elite

Elite is the next generation of the Point of Rental fleet. In this article, we are going to show you some of the basics for the Elite software.
Article Type: Customer relation management (crm), Elite only, Features & functions, Odds & ends, Search & widgets
Last Modified: Oct 11, 2023
Support ArticleArticle Views142

Default Contract Sales Rep

In this article, we are going to go over the configuration setting for setting a Default Contract Sales Rep
Article Type: Browser configurations, Configuration & security, Configurations, Customer relation management (crm), Elite only, Features & functions
Last Modified: Sep 12, 2023
ReportSupport ArticleArticle Views140

Marketing Reports

This screen will display all reports in relation to Marketing.
Article Type: Customer & inventory management, Customer mangement, Customer relation management (crm), Features & functions, Marketing reports, Reports
Last Modified: Jul 20, 2023
Support ArticleArticle Views391

CRM (Customer Relationship Management) Reminders

CRM (Customer Relationship Management) Reminders
Article Type: Customer relation management (crm), Features & functions
Last Modified: Jun 15, 2023
Support ArticleArticle Views288

Master Invoicing

Allows you to create a Master Invoice encompassing all other contracts in relation to the event. You can group contacts by PO, Jobsite, and have a summary page followed by individual invoices.
Article Type: Contract features & processes, Contracts features & processes, Customer related contracts, Customer relation management (crm), Features & functions, Processes
Last Modified: Jun 15, 2023
Support ArticleArticle Views306

Touchpoints

A Touchpoint is a recurring appointment between a Sales Rep and a Customer or Jobsite. When a Touchpoint is ‘completed’, an associated Call Log is created and the Sales Rep is prompted to schedule the next Touchpoint.
Article Type: Customer relation management (crm), Elite only, Features & functions
Last Modified: Jun 15, 2023

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