CRM Settings
Adding/Editing Email Signature
To add or edit your email signature, which is attached to outgoing email from the REfindly CRM, click on your name in...
Wed, Dec 3, 2014 at 11:14 AM
Enable/Disable SMS Alerts
To enable or disable SMS alerts for new leads in your REfindly CRM, click on your name in the upper right corner of the...
Wed, Dec 3, 2014 at 11:15 AM
Exporting Leads
To export your leads from the REfindly CRM, click on your name in the upper right corner of the CRM and choose Profile from the drop...
Wed, Dec 3, 2014 at 11:44 AM
Adding Custom Fields
To add a custom field in your Lead Details,
Log into your CRM
Select the Settings Tab which appears beneath &...
Thu, Jun 4, 2015 at 4:26 PM
Summary
When leads come into your CRM from an un-named source, the CRM says the lead originated from your default lead source (often "Website")....
Fri, Jan 16, 2015 at 2:28 PM