The Projects Pipeline
The Projects Pipeline is designed to make it easy for you to see how far Projects have progressed towards completion, at a glance. You can see which Projects are nearing a close and which may need some effort to get…
Related Records
One of the ways that RealtimeCRM is so much better than a spreadsheet is the ability to account for and highlight relationships between records. A database should not simply be a store of data but provide context and therefore add…
Everything you need to know about Custom Fields
What are Custom Fields? Custom Fields are an easy way of storing additional information within RealtimeCRM. They allow you to customise your CRM system to best meet your needs by allowing you to store additional details at no extra cost.…