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CRM Guides

CRM Guides

Guides that help with navigation and configuration of the CRM.

 

How do I set up Sunwave with RingCentral to capture and manage inbound call data?
How do I integrate CallTrackingMetrics (CTM) with Sunwave to manage calls?
CRM: How to Complete a Task
How do I use the Opportunity Report in Sunwave?
How to Add Procedure Codes/ CPT Codes
How do I re-admit a discharged patient in Sunwave CRM?
CRM Analytics
How-To Access/Download Sunwave Mobile BDR
Travel
How to Configure the Admissions Checklist in CRM