What is included with Epicor Service CRM?
CRM Reminders Email - Unlimited
Closed Loop Marketing
Broadcast Texting 1000 per month
Frequency Report
OBD4 Business Dashboard (Epicor’s customer dashboard)
Google Review Text - ...
NAPA Gold Funds - Internal Process
Gold Fund Products & Service implementation
Client claims funds via NAPA Member Site ( https://member.napaautocare.com/ )
Open Member Site > Gold Program ...
NAPA Gold Solution SOP
Gold Fund Products & Service Implementation
Client claims funds via NAPA Member Site (member.napaautocare.com)
Open Member Site > Gold Program > Gold ...
Getting Started in Optimize HQ
Step 1: Create Users
Begin by creating user accounts for all individuals who will be using Optimize HQ.
Select Management > Users ...