FireHawk Funerals CRM Integrations FireHawk Funerals is integrated with loads of providers, software and services. From automation via Zapier to finance packages and payment...
Why it’s important to tag staff in Comments both internal/external Firehawk Funerals CRM now has notifications being sent when certain actions occur. ie; when an email is received, when a document...
How to amend my comments To edit a comment you have made on a client file simple click the three dots icon to the right...
Why does Firehawk log you out? FireHawk are serious about security and the 60 minute time-out occurs only after inactivity for this period of time and...
Assigning an email to a client in CRM It’s simple to assign an email to a client in FireHawk CRM. In the main left hand navigation menu go...
Sending products to Woo Commerce – Tips and tricks! FireHawk CRM connects to your WordPress site using WooCommerce to display your stock and products. If your are having trouble...
How to archive/remove comments To archive a comment, in the left hand main menu, click on “communications” then “comments”. From the list of comments...
How do I unfollow a funeral that I don’t need to be notified about? Navigate to the related client in CRM then click the bell icon in the top right hand corner of the...
How to create an email template Email templates make communication from CRM simple and efficient. To create a new email template, select ‘Communications’ from the main...
Basic Email merge tags Generic tags:[[entity:id]] – The id of the entity this email is being sent from. User:These merge tags are generated from...
Linking Google Calendar Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab...
How to add an asset – e.g vehicle In the main left hand menu of CRM click on Resources > Assets > Add new. Click on default, choose...