A. What's New: Latest Roam Crm+ Updates

June 2, 2016

New! Reporting For Sales Managers

Video: New Management Sales Reports, Accounts Management by User, and Account Edit in Roam CRM+ 4:18

May 30, 2016

New! Sales and My Accounts Management Reports

Video: New Sales Report, My Accounts Report, and Account Edit in Roam CRM+ Administration 3:43

May 17,2016

pdf icon New Roam+ Sales Reports and My Accounts Management Reports. Additional support material for reports available May 30, 2016.

January 27, 2016

pdf icon New Version: Download .pdf of Roam CRM+ App Guide

New Strategy AutoSchedule: A given account can be part of more than one zone. A second strategy with AutoSchedule allows you to create a zone based on the type of business or if they handle a particular key product line. With this strategy you create create a schedule to call on only that sub-group of accounts like Trane dealers or Refrigeration contractors exclusively. This allows you to setup custom travel plans to work with that subset of your accounts.

January 20, 2016

New! AutoSchedule in Roam CRM+

Video: Using AutoSchedule Planning Tool in the Roam+ App 4:27

Video: Administrative Guide for AutoScheduler 6:14

Creating travel zones for the new AutoSchedule system

Setting a schedule using new AutoSchedule

Last updated on 2nd Jun 2016