Rocket Matter FAQ

Recent Updates

CRM: Add a New Intake; How to add a new contact record, create intake and send intake to Rocket Matter.
Updated on: Jan 12, 2023
- Rocket Matter Knowledge Base CRM CRM: Add a New Intake; How to add a new contact record, create intake and send intake to Rocket Matter.
Rocket Matter Pay Decline Codes - Stax
Updated on: Jan 11, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing Rocket Matter Pay Decline Codes - Stax
Rocket Matter Pay Portal - Dashboard, Reports, Payments, Refunds, Website payment links, and more!
Updated on: Jan 09, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing Rocket Matter Pay Portal - Dashboard, Reports, Payments, Refunds, Website payment links, and more!
CRM: How to add or edit a new Case Type.
Updated on: Jan 03, 2023
- Rocket Matter Knowledge Base CRM CRM: How to add or edit a new Case Type.
How to edit your daily time.
Updated on: Dec 20, 2022
- Rocket Matter Knowledge Base Additional Billing Options How to edit your daily time.
Essentials Pro premier
CRM: How to modify dashboard categories.
Updated on: Dec 16, 2022
- Rocket Matter Knowledge Base CRM CRM: How to modify dashboard categories.
CRM: How to add and manage your CRM users.
Updated on: Dec 16, 2022
- Rocket Matter Knowledge Base CRM CRM: How to add and manage your CRM users.
CRM: How to set add, modify or delete your dashboard statuses.
Updated on: Dec 16, 2022
- Rocket Matter Knowledge Base CRM CRM: How to set add, modify or delete your dashboard statuses.
CRM: How to manage and assign leads.
Updated on: Dec 16, 2022
- Rocket Matter Knowledge Base CRM CRM: How to manage and assign leads.
How to create a 'Private Event'.
Updated on: Dec 14, 2022
- Rocket Matter Knowledge Base Calendar How to create a 'Private Event'.