Rakata CRM for Flooring
This is your go to place for all your training material needs for Rakata CRM for Flooring
General Settings
Set the CRM to ensure it works for you.
Product Management (Product Configurator)
Product Management is crucial in RakataCRM for Flooring. The product setup is critical to ensure...
Overview of Product Management
The setup of Products is one of the most important aspects of the setup of Rakata CRM for Floorin...
Creating and Managing Suppliers
1. From the Main Configurator page view the Supplier tab 2. Clicking the Information icon will s...
Create a Flooring Type
1. Click + ADD FLOORING TYPE button 2. Complete the required fields 3. Select the Calculation T...
Create a Product Range
1. Click the "+" icon next to the Flooring Type where you want to create the new Product Range 2...
Create a Product
1. Click the "+" icon from the Product Range where you want to the create the Product 2. Compl...
Review Incorrect Setup Products
Incorrectly configured products will NOT show when selecting products in the survey. If you cann...
Job & Account Management - Introduction
There are many different ways to accomplish tasks with the CRM. This quick guide illustrates a s...
Creating an Account
Tip: Accounts or Customers are the focus for the entire system. Jobs, Site Locations, Surveys, Q...
Alternatively, you can create a Job from the Kanban (“Walk In” or “On-Site Survey”)
1. Click "Jobs" button in the main header 2. Click the + Create Job Icon Tip: Tip! There ar...
Create a Job Survey/Order (Measure Up)
Within RakataCRM a Survey is a critical piece of the system. Every order, quote, fitting etc has...
Create the order (Adding rooms and products)
Rooms can be added in two ways. 1. The Surveyor can use the Android APP on site 2. ...
Create the Quote > Send the quote > acknowledge the quote!
1. Click the "Create Customer Quote" button. Tip! The system allows you to create different qu...
Customer Quote Acceptance
1. The customer will receive and Email and SMS with the quote details to complete Tip! It is p...
Book a Fitting
Once a quote has been accepted the salesperson will automatically receive an email to confirm thi...
Inform the Fitter
There are 3 methods for the fitter to be informed of the job timings and details. These are: ...
Close Job
Once a job is completed you can make the job as completed with notes. After 14 days this job is ...