BDM Tips & Tricks
Try to avoid special character like commas and full stops in Names and Line 1 Address fields Be wary of...
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How to submit to BDM
The BDM tab on FireHawk Funerals is the place where you go to submit a file directly to your State’s... -
Can I delete a client?
You cannot delete a client from FireHawkCRM. Deleting records in the CRM has wide ranging repercussions. Even though the client... -
How do I add a Client?
In the left hand menu you will find Clients with a + next to it. Clicking on the word clients... -
Adding categories
When adding stock and suppliers it is helpful to add categories so that reports and searches can be filtered into... -
Contact Support
If you are having issues with something in FireHawkCRM and you can’t find the answer in this knowledgebase, here are... -
Adding a Supplier
Suppliers are businesses or individuals who provide you with a service or item which complements the service you provide for... -
Adding Stock
To add a new piece of stock navigate to ‘Resources’ in the left hand menu. By hovering over ‘Stock’ a... -
Updating credit card details
Updating Credit Card details requires admin access to locate the required tab.– Click on your team name at the top... -
How to purchase credits
Purchasing credits requires admin access to locate the required tab as well as a current credit card added on file.... -
2021 Updates
Click here for a complete list of all our updates to FireHawkCRM from 2021 -
Creating an At-Need
Creating an At-need first requires the purchase of credits ( See support article ‘Purchasing Credits‘) To create an At-Need, under...
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