You can set up your RealtimeCRM to have an application shortcut icon added to a device’s Home screen or homescreen, this will save you time having to navigate to the RealtimeCRM website. Android Open the Chrome app, and head to …
If you’ve added more than one Company for the same customer or supplier you can merge them deleting the extra Company you don’t want whilst retaining all of the Activity details of that Company. Note: This action is only available…
All of our RealtimeCRM Users have access to notifications. You’ll receive updates on changes or new features as well as opportunities to receive training on RealtimeCRM with us or other User-specific updates. Simply click on the bell symbol on the…
The purpose of the Watched Items Widget is to give you a high level overview of your most important records in RealtimeCRM as soon as you sign into your Dashboard. This is especially useful if you have a lot of…
It can be quite overwhelming to see your list of Tasks but RealtimeCRM enables you to view your Tasks inside a Calendar allowing for an easy visual of your outstanding Tasks. In this way you can quickly see those Tasks…
A lot of businesses when they begin email marketing make the mistake of dumping their entire address book into a mail automation platform not realising they need to have permission to email prospects and clients. In this article we will…