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...
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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... -
How to create a Guest List
At the top of your client files there is a a guest list icon. By clicking this you can send... -
What is the Events table?
To view Events navigate to ‘Calendar’ in the main left hand menu of CRM. Under Calendar you can select view... -
How to add an address on a supplier
To add an address for a supplier, from the main left hand menu in CRM, click on ‘Supplier’. Choose your... -
Detailed Run Sheet Export
Navigate to ‘Exports’ from the main left hand menu in CRM. Select ‘Detailed Run Sheet’ from the list of available... -
How to export a “Social Announcement” for Facebook or Instagram
To Export a “Social Media Announcement” within Firehawk please follow these steps. Find the “At Need Client” you would like... -
How to use “Projects” and “Tasks”
How to use Projects and Tasks -
How to send signature requests for forms
Signatures can be gathered digitally by emailing pre filled forms directly to clients. After filling out your clients information –... -
A guide to help you gather signatures while using your iPad
No need to print your forms when you can get your clients to sign their paperwork on your iPad during...
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