RealtimeCRM enables you to record your Products, you can track whether they’re in any of your Opportunities and Projects and adjust the stock level accordingly. This enables you to manage your inventory. Tracking your Product usage When you click through…
The Activity Timeline exists at the bottom of every one of your records. The purpose of it is to allow you to go backwards in time to see what has happened with that record. For example it allows other members…
RealtimeCRM allows you to sync your tasks and appointments to your Google Calendar, Apple Calendar, Outlook, or any calendar that allows you to subscribe by URL. Once synced there are a few things to note: The initial sync to your…
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There two methods by which you can import a list of tasks and associate them with a specific Opportunity or Project in RealtimeCRM. The first method allows you to simply download a template CSV file from the specific Opportunity or…
Tip: This article assumes that you already understand how email linking works within RealtimeCRM. See Attach emails to a record for details before reading further. About incoming email linking Because RealtimeCRM only links the emails that you choose there is no automated way…
To easily and quickly start working with RealtimeCRM, you can import your data from CSV files. LinkedIn allows you to export your existing connections as such. We will see here how to do it. Retrieve your connections from Linkedin The…
RealtimeCRM enables you to capture signatures against your tasks. So lets say you’ve got a team of engineers going on site to visit customers, once they’ve completed their work they can simply get the customer to sign off on their…
Made a mistake in selecting a Project type, or want to apply a more appropriate one? You can now edit an existing Project and choose the correct one. Change the Project type of an existing Project Select the ‘Projects’ panel…
RealtimeCRM allows you to attach documents to a variety of records including Companies, Contacts, Projects and Tasks. RealtimeCRM doesn’t simply attach documents to records but also has the same access settings as your cloud storage platform so even if you…