Training

  • Accessing & Using Order Forms Video

  • Adding a New Package to FastGem Updated 6/3/2020

    *You must have Internal User Permissions to access this feature! 

    Added packages appear in the Package Dropdown box in 'Work Orders' when you add a work order to your customer records. 

    Packages also track commission and (when driven by PHP code), will appear on your order form as well. 

     

    1. From your FastGem homescreen, go to Resources>Packages on the menu bar. (Do not click on any extensions of 'Packages'. Click Directly on 'Packages'.

    2. From the 'Packages' page, scroll down and click on the 'Add new item' Icon as shown below. 

    3. (As an Example) We are adding the AT&T TV package, 'Entertainment', which comes with 65+ channels, and the cost of that package is $59.99/month. So, in the 'Label' field, we will put 'AT&T TV ENTERTAINMENT'. In the 'Description' field, we will type '65+ Channels', and in the 'Cost' field, we will type '59.99'. In the dropdown box labeled 'Provider' we will select AT&T TV. No dollar sign will be needed, as FastGem autopopulates the currency symbol for you. If your order forms are set up for the provider you are adding a package for, you can select 'Yes' in the 'Include on Form' dropdown box, if you'd like for this package to display on your order form as an option. You can also set up the standard commission plan for this package by selection 'Yes' in the 'Commission Based Package' dropdown, or just leave it at 'No' if you don't wish to set up commission plan. You can always go back and edit that later if you need to. (Please see help topic: Editing Mass Comps for more information on adding commission plans for packages) . 

     

    4. Click 'Save' when you are finished. The package is now available amongst all of the packages. You can now assign a work order to this package from 'People' or 'Work Order' tabs. 

     

     

     

     

     

  • Admin Training

  • Basic use of FastGem for IBO/Reps

  • Editing Commission Details (ADMIN ONLY) (SPECIAL PERMISSIONS)

    YOU MUST BE AN INTERNAL USER WITH'ACCESS ADMIN' AND 'CAN VIEW COMPS' and 'Can Edit Comps' PERMISSIONS TO ACCESS THIS FEATURE! 

  • How to: Onboard User/rep into FastGem.

    Login to FastGem (ADMIN). Click on 'Users', Hover over 'Manage', click on 'Add New User.' 

     

     

    Fill in the Top 5 fields. Toggle the 'Require Password Reset' button to 'Yes'. Leave all other fields blank.   

     

     

    Click on 'Assigned User Groups' Tab option & assign user/rep appropriate permissions. 

     

     

    Click on 'FastGem' tab option. If this user does not need login access to Front end FastGem, you are done. If user needs login access, proceed to next step

     

     

    Fill out fields/toggle buttons accordingly. Scroll to where you see ,'Create Rep Record.' Toggle to 'Yes' 

     

     

    Choose the appropriate rep title/option. (This will differ from instance to instance being that all dropdowns in FastGem are usually customizable according to need.) 

     

    Type in rep phone number. 

     

    Type in rep phone number. 

    Click 'Save & Close.' 

  • Onboarding New Users

  • Onboarding Reps from the Front End

    You can assign IBOS/reps to allow the to onboard their own team members. You can also assign this permission if you'd just like to be able to onboard basic reps from the front end. 

     

    If more specific accommodations need to be met for this feature to work for you, please consult FastGem Support. 

     

     

     

  • ONBOARDING: Assigned User Group Definitions - Updated 7/2/2020

    This article was created to give users with ADMIN access a general idea of what each permission is when onboarding a new user, so you have a better understanding of what all the user you are inputting in the system is able to do inside of FastGem. It is assumed that you have already passed the Name/Email screen of onboarding a user, and are now looking at the Assign Groups tab. 

     

  • Processor (Internal User) Training

  • Tech Training