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Categories

  • Accounts / Properties (B2B Instances) (5)

  • Actions/Action Logs (2)

  • Creating and Editing Users/Records/Groups (24)

  • Equipment and Inventory (4)

  • FastGem Canvas (16)

  • Forms (0)

    • Building/Editing Forms (Admin/Backend) (24)
    • Tech Forms (Front end) (2)
    • Customer Verification Forms (Front End) (1)
    • Order Forms (Front End) (1)
  • Getting Started (29)

  • Invoicing and Payments (17)

  • Leads / Customers / Submissions / People / Contacts (14)

  • Mass Update/Upload/Texting Tool (13)

  • Menu Items: Creation, Display, and Organization (8)

  • Misc/Multiple (0)

    • Misc Integrations (Non-Communication) (5)
    • Solving Common Problems (5)
    • How-To: Various Features and Tools in FastGem (24)
    • Written Video Overviews (4)
  • Messaging/Communication in FastGem (0)

    • Internal Communication (User-to-User(s)) (10)
    • External Communication (User to Customer(s)) (5)
    • Phone System Integration within FastGem (5)
    • Outlook Integration with FastGem (2)
  • Opportunities (1)

  • Overlay Tool and Provider Portals (12)

  • Packages and Providers (5)

  • Payroll (0)

    • Misc Payroll Training (17)
    • Commissions and Payplans (13)
    • Promotions and Rep Adjustments (8)
  • Quality Control/Follow Ups (6)

  • Reconciliation (2)

  • Reporting (11)

  • Search Tools (3)

  • Scheduling (3)

  • Tasks (4)

  • Timeclock (9)

  • Work Orders (AKA Appointments) (7)

  • Retail Mode (17)

  • DSI (0)

    • DSI for Dealers (8)
    • DSI Internal Only (4)

Tags

  • Training
  • training-admin
  • training-internal users
  • training-house
  • training-processors
  • training-sales reps
  • training-payroll admin
  • NEW FEATURE
  • training-form management
  • training-techs

DSI

Filters
List of articles in category DSI
Title Hits Vote Rating
Checking your Rep's DSI Onboarding Status Hits: 1151 Vote: 0 Rating: 0
AI Insights Hits: 2362 Vote: 0 Rating: 0
DSI Home Screen Dashboard Hits: 3136 Vote: 0 Rating: 0
Disputing Orders from within DSI Hits: 3476 Vote: 0 Rating: 0
Disputing DSI Orders from Within Your Own FastGem Instance Hits: 3199 Vote: 0 Rating: 0
ORDERS Menu in DSI Hits: 3293 Vote: 0 Rating: 0
Viewing DSI Comms from within your own FastGem Instance Hits: 3018 Vote: 0 Rating: 0
DEALERS Menu in DSI: DSI Internal Hits: 2960 Vote: 0 Rating: 0
Dispute Handling: DSI Internal Hits: 3045 Vote: 0 Rating: 0
Onboarding Users in DSI Hits: 1155 Vote: 0 Rating: 0

Subcategories

DSI for Dealers 8

DSI Internal Only 4