What are Opportunities, the Opportunity Pipeline and Projects?

You can think of ** Opportunities** as prospective sales. For example, if you’re a recruitment company and you’re pitching hiring services to a potential client, you can log this under opportunities. Tip: You would also add a record for the prospect under Companies. The Opportunity Pipeline is designed to make it…

Filter records by Custom Fields

You may already know that you can easily filter the records that you see listed in RealtimeCRM. While there are many attributes that covers, you will want to add your own custom fields and you may not be aware that you can filter by…

Selecting multiple items from a pick list

We have now introduced the ability to choose if pick lists allow multiple selections and then assign them to a Custom Field. Whereas before you were only able to select one, now giving you the option to create fully customised…

Delete multiple records at once

We have recently added list selection which grants you the ability to complete a variety of tasks including the ability to delete all records at once or a selection of records. Deleting all or a selection of records In this…