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  1. Motility Software Solutions
  2. Infinity
  3. CRM

CRM

The CRM module is used to enter customer information and send, receive, and track interactions.

  • Add / Modify Campaigns
  • Add / Modify Categories
  • Add / Modify Custom Screen
  • Add / Modify Default Calendar Color
  • Add / Modify Emailing Lists
  • Add / Modify Event Notifications
  • Add / Modify Letters
  • Add / Modify Pick Lists
  • Add / Modify Status Descriptions
  • Add / Modify Temperatures
  • Add a New Entity
  • Add New Floorplan Company
  • Alerts
  • Cell Providers
  • Club Member Discount Plans
  • Consolidate Entities
  • Custom Zip Codes
  • Customer / Entity Profile
  • Edit Customizations
  • Email Authentication Update for Microsoft Outlook
  • Email Exceptions
  • Email Options / Settings
  • Formatting Letters
  • Lead Rotations
  • Letter Printing
  • Prospect Reassignment
  • Receptionist List
  • Set All Print Statements
  • Set Up Email Signature
  • Task Management
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