When marking an Opportunity as lost RealtimeCRM enables you to select the reason. There are default reasons that we’ve set up for you which are tagged as Predefined. You can however create and remove your own reasons. Adding a reason Click…
Win Probability in RealtimeCRM is the likelihood of an individual Opportunity being won and the sale adding to the income of your company. By default the Win Probability on all Opportunities in RealtimeCRM is set to 100%, where 100% denotes…
Need a way to apply one task to multiple Opportunities? We hear it over and over again where a user has multiple opportunities with the same customer that they need to track individually but they don’t want to go through…
One way to connect with the Contacts that you have in your CRM is through online video. RealtimeCRM provides an integration with Zoom in order for you to set up these video meetings. Connecting RealtimeCRM to Zoom In order to connect your…
Click through to the Opportunity record you wish to create the quote for then click the ‘Send Quote’ button A new form should open up allowing you to configure your quote, including adding in your own logo, terms and other…
RealtimeCRM allows you to customise your quotes by setting a standard footer, email template and uploading your own logo that will appear by default on any quotes you send to your prospects. Upload your company logo to your invoice template…
When sending a quotation you need to make sure that the tax elements are showing correctly. You might have line items that are priced inclusively of tax, subject to a standard rate or tax exempt. RealtimeCRM takes care of all of that…
RealtimeCRM is set up to provide you with up to date information all the time. However, sometimes you want to take a snapshot of your business or to analyse trends over time. This is where the RealtimeCRM reporting section can…
Note: This feature is in Beta which means it works but may still have a few teething problems. We’d love to get your early feedback so we can make the feature work for you and your business. Many VoIP systems allow you to…
Note: This feature is in Beta which means it works but we are planning on improving it further. We’d love to get your early feedback so we can make the feature work for you and your business. We want the data that you…