Attaching emails to a record
You can store in RealtimeCRM a copy of any email that you send to a Contact that you have stored. Doing so allows you to easily keep track of communication between you and your customer. To store a copy of…
Edit Opportunity Stages and Opportunity Pipeline titles
When you start using RealtimeCRM you will be given a default set of stages for your Opportunities, these stages represent the steps in the sales process needed to turn that Opportunity into a final sale. The Opportunity Pipeline is a…
Changing Your Company Information
Changing your Company details in RealtimeCRM is a quick and seamless process. Click on your Username in the top right corner, a drop-down menu will appear. From the drop-down menu click ‘Settings and you will be taken to your ‘My…
Profile settings
The ‘My Profile’ page in RealtimeCRM allows you to update your personal information including your name and email as well as re-ordering your list of Favourites and changing the default language of RealtimeCRM. To reach your My Profile page simply…
The Event Log
The Event Log in RealtimeCRM allows you to see and keep track of all changes that have taken place on RealtimeCRM, these changes are known as events. If a User has access to the Event Log, he or she will…
The RealtimeCRM Favourites bar
What are Favourites in RealtimeCRM For? The Favourites list proves very useful for storing your most used RealtimeCRM features and records in one place. It is designed to save you time and be accessible anywhere in RealtimeCRM. Why would I add…