Help

FastGem Help Articles

List of articles in category FastGem Help Articles
Title	Hits	Vote	Rating
Converting a Lead into a Customer	Hits: 3152	Vote: 0	Rating: 0
Leads/Customers Column Title Meanings (List View)	Hits: 1726	Vote: 0	Rating: 0
Rep Sales List View	Hits: 356	Vote: 0	Rating: 0
Editing Customer/Lead Data	Hits: 3785	Vote: 0	Rating: 0
Changing Assigned Rep to Sale/Person	Hits: 3198	Vote: 0	Rating: 0
Setting Up Auto-Assignment of Processors	Hits: 1109	Vote: 0	Rating: 0
Mass Uploading Customer Data Into FastGem (Video)	Hits: 143	Vote: 0	Rating: 0
Mass Upload/Update/Texting Tool, and Mass Updating from List Views	Hits: 3214	Vote: 0	Rating: 0
Mass Update Installation/Work Order Status Based On Identifying Numbers List	Hits: 413	Vote: 0	Rating: 0
Problem: Updating Work Order using the Mass Upload/Update Tool is not Working	Hits: 243	Vote: 0	Rating: 0

Page 8 of 20

Start
Prev
3
4
5
6
7
8
9
10
11
12
Next
End

Subcategories

Actions/Action Logs 1

Creating and Editing Users/Records/Groups 21

Equipment and Inventory 3

Forms 28

Building/Editing Forms (Admin/Backend) 24

Tech Forms (Front end) 2

Customer Verification Forms (Front End) 1

Order Forms (Front End) 1

Getting Started 6

Invoicing and Payments 7

Leads and Customers/Submissions/People 9

Mass Update/Upload/Texting Tool 5

Menu Items: Creation, Display, and Organization 6

Misc/Multiple 18

Messaging/Communication in FastGem 10

Internal Communication (User-to-User(s)) 5

External Communication (User to Customer(s)) 3

RingCentral within FastGem 2

Overlay Tool and Provider Portals 11

Packages and Providers 4

Payroll 32

Misc Payroll Training 15

Commissions and Payplans 12

Promotions and Rep Adjustments 5

Quality Control/Follow Ups 5

Reconciliation 2

Reporting 6

Search Tools 2

Scheduling 3

Tasks 3

Timeclock 4

Work Orders (AKA Appointments) 6