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…
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…
About Filtering At the top of any list of records – whether Company, Contact or Opportunity records – you will see an Add filter tool. This is a powerful feature in RealtimeCRM and allows you to quickly reduce the list that you…
If you’ve decided RealtimeCRM is not for you, then you’ll want to backup your data before you delete your account. If there’s anything we can do to help or change your mind then please contact us at [email protected] before proceeding. What happens…
Enter that data you need quicker than ever with these handy keyboard shortcuts. Ctrl+alt+c Creates a new Company Ctrl+alt+x Creates a new Contact Ctrl+alt+j Creates a new Project Ctrl+alt+r Creates a new Product Ctrl+alt+o Creates a new Opportunity Ctrl+alt+w close any open dialogue box or data…
When grouping records, you can use Tags. These are labels which you can create and add to various types of records. You can then filter to see all records with the same tag. You can create as many tags as you want, giving…
In this article, we are going to be talking about how Opportunities and the Opportunity Pipeline work within RealtimeCRM. We will be going over what they are, how exactly they work and the benefits they can bring. Opportunities So what are…
A great feature of RealtimeCRM is its ability to do the data-entry heavy lifting for you by looking up a company as you type and finding the details for you. Not only will it save you time, you may also get access…
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…
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…
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…