All Help Articles

1-Hour Training

1-Hour Training

Leads

How to Create a Lead
Managing a Lead
How to Attach Files
How to Use the Sample Checkout Module
Merging Leads

Tasks

How to Create a Task
Managing Tasks

User Settings

How to Create a New User
Managing User Permissions and Passwords

Lead Management Listing Pages

Managing the Lead Listing Pages
Managing the Task Listing Pages
Managing the Sample Listing Pages
Reporting in RLM
On the Fly™ Totals

Integrations

Using the RLM Calendar
Email Integration Explained
Managing the Reputation Management Integration

Troubleshooting

Adding the RLM Icon to Your Phone or Tablet
Clearing Your Cache

Customer Management: Leads, Contacts, Companies

How to Create a Customer Management Lead
How to Create a Contact
How to Create a Company
Contact Detail Page Explained
Company Detail Page Explained
How to Create Company or Contact Tasks
How to Merge Companies or Contacts

Customer Management: Listing Pages

Managing the Company and Contact Listing Pages

Customer Management: Advanced Functions

Changing the Contact Associated with a Lead
Changing the Company Associated with a Lead
Changing the Company Associated with a Contact
How to Restrict Access to Companies or Contacts
Customer Management Email Integration Explained

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