Help
Lead Management Module Instructional Videos
RLM V5 Update — What To Expect
Managing the Lead Listing Pages
Managing the Task Listing Pages
Managing the Sample Listing Pages
Managing User Permissions and Passwords
Calendar Integration Explained
Creating a QFloors Contact and Proposal from an RLM Lead
Managing the Reputation Management Integration
Lead Management Module Reference Docs
Sample Checkout Module Explained
Customer Management Module Instructional Videos
How to Build a Customer Management Lead
Managing the Company and Contact Listing Pages
How to Create Company or Contact Tasks
How to Merge Companies or Contacts
Changing the Contact Associated with a Lead
Changing the Company Associated with a Lead
Changing the Company Associated with a Contact
Customer Management Module Reference Docs
Rules for Leads, Contacts, and Companies
Customer Management Task Types Defined
How to Build a Customer Management Lead
Managing the Company & Contact Listing Pages
How to Create Company or Contact Tasks
How to Merge Companies or Contacts
How to Restrict Access to Companies or Contacts
Changing the Contact Associated with a Lead
Additional Help & Training
For additional help and training needs, please email help@retailleadmanagement.com.
“We are up and moving with RLM, and so far people are really liking it! I have to say, we have two people in particular that are pretty old school, and I was fully prepared to make my arguments to them in defense of the program. I was shocked when they not only caught on quickly, but immediately understood the value of it and the “hole” that it filled in our process.”
– Kimberly Russ
Champion Floor Company, St. Louis