We have recently added list selection which grants you the ability to complete a variety of tasks including the ability to delete all records at once or a selection of records. Deleting all or a selection of records In this…
You can store in RealtimeCRM a copy of any email that you send to a Contact that you have stored. Doing so allows you to easily keep track of communication between you and your customer. To store a copy of…
When you start using RealtimeCRM you will be given a default set of stages for your Opportunities, these stages represent the steps in the sales process needed to turn that Opportunity into a final sale. The Opportunity Pipeline is a…
Changing your Company details in RealtimeCRM is a quick and seamless process. Click on your Username in the top right corner, a drop-down menu will appear. From the drop-down menu click ‘Settings and you will be taken to your ‘My…
The ‘My Profile’ page in RealtimeCRM allows you to update your personal information including your name and email as well as re-ordering your list of Favourites and changing the default language of RealtimeCRM. To reach your My Profile page simply…
The Event Log in RealtimeCRM allows you to see and keep track of all changes that have taken place on RealtimeCRM, these changes are known as events. If a User has access to the Event Log, he or she will…
What are Favourites in RealtimeCRM For? The Favourites list proves very useful for storing your most used RealtimeCRM features and records in one place. It is designed to save you time and be accessible anywhere in RealtimeCRM. Why would I add…
Tasks are an important part of your day-to-day work and are critical in ensuring you follow up Opportunities or enquiries on time. To help, we provide the Tasks tab which is a very useful way of seeing what you still…
There will hopefully come a time when you’re growing and expanding your business requiring you to add new staff to your organisation and to RealtimeCRM. We’ve made the process of adding a payment method if you haven’t added any additional…
How do Activities work and what are they for? Activities allow you to store information against any given records. Letting you add Email, Phone & General Activity Notes to those records. Imagine that a group of your teams are in talks…