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• ERM User Manual
  What do the abbreviations or acronyms mean in the ERM for Sales & Event Staff?
  There are many acronyms or abbreviations that staff of Iconic use when writing the history of a customer call or ...
• ERM User Manual / Emails and Sending Emails
  Can I send an email internally to staff members? What are staff personal emails
  No.  Staff email address are only used for username purposes and access into the systems.  All staff are connected to ...
• ERM User Manual / Emails and Sending Emails
  How to send email?
  HOW TO SEND AN EMAIL: To send an email you need to click on the  button in the Clear Activity Page ...
• ERM User Manual / Activities
  How to do a follow up activity?
  Don't get confused with doing a Follow UP Activity and a Schedule Activity. --- A Follow up Activity occurs when you have ...
• ERM User Manual / Region Zone
  What is the region or radius to book an event?
  Most events can be booked all year around based on the products availability. Refer to When can I book an ...
• 
  When can I book an event? How to check for product availability? How to work
  Most events can be booked all year around based on the products availability. Refer to Product Availability Page by clicking ...
• 
  What do I do if I don't know when to book an event?
  Refer to the following FAQ "When can I book an Event?"   If that does not help you, ask the Event Management ...
• ERM User Manual / Activities
  What to write in the Details Box of Clear Activity Page
  What are the important things to remember to write in the Details Notes Box of the Clear Activity Page. There are ...
• ERM User Manual / Opportunities
  How do I close an open opportunity as won? How to change an Opportunity
  If a customer has an opportunity that is opened and you wish to change this into a new order and/or ...
• ERM User Manual / Opportunities
  What is the Reasons field in Opportunity for?
  The  field is used only when an Opportunity has been lost and the Closed-Lost button been pressed in the Opportunity ...
• ERM User Manual / Opportunities
  What is the Competitors field in Opportunity for?
  The  field is used for when an opportunity is lost and the reason was due to a competitor.  In the ...
• Shows / Events / Performances
  Risk Assessments for Educational Show
  We do have a risk assessment for shows performed in educational schools and educational venues. If a customer would like a ...
• ERM User Manual / Activities
  What is a follow up activity?
  A Follow up Activity is often created after sending an email or clearing an existing activity. It is similar to a ...
• ERM User Manual / Activities
  What is a New History?
  A New History is exactly as it sounds.  It means you are making a new historical note based on either a ...
• ERM User Manual / Customer
  When adding new customer to existing company, I place in email address and red box
  This indicates that the customer's email address is on the system.  If this is the case, you will not need ...

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