Help
Lead Management Module Instructional Videos
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
If you have the Lead Management Module, please inquire about our Relentless Lead Management training.
If you have the Customer Management Module, please inquire about our Relentless Customer Management 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