Sales Team Performance Report
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. As you and your sales team…
The Company Activity Report
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. There may be a requirement in…
The Client Income Report
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. As a caring sales manager you…
Marking an Opportunity as won and converting it to a Project
Sales is all about winning opportunities and so it’s very important that you know how RealtimeCRM allows you to update an Opportunity and mark it as won. You can mark an Opportunity as won (or lost) once it has reached…
About the Opportunity Statistics screen
Knowing your business means being able to get valuable insights from the large amount of data that it holds. By keeping your CRM system up to date you can easily obtain a snapshot of sales performance through the Opportunity Statistics screen. Accessing…
Customising your CRM
Although RealtimeCRM works well without any complex setup, there are ways to customise your experience to make things better. However, as your business grows you may want to make RealtimeCRM your own by adding custom features, integrations or other utilities.…
Task Report
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. Running an efficient business means…
Recurring Tasks
Sometimes you may find yourself needing to mark a Task as complete only to raise another Task for the next time you have to do that action. These recurring Tasks might happen when there is a regular sales review or…