RealtimeCRM enables you to record Activities and add Tags to all or a selection of your Contacts at once saving you from having to edit each Contact individually and thus saving you from data entry to focus on meeting your Customer’s…
What are Projects and why are they useful? Projects are usually created when you win an Opportunity. Once an Opportunity has gone through all the stages in the Sales Pipeline it will be assigned to a Project. Although this will…
We know how many valuable Contacts you meet through business, and you want to be able to keep track of them. That is why we have made sure adding Contacts into RealtimeCRM is as painless as possible. Adding a single…
Companies are the actual businesses you deal with it. They are not persons which refers to Contact records in RealtimeCRM. So, for example a Company record RealtimeCRM could have Contact records Walter Example and James Example associated with it. Adding…
Filtering your records with Tags allows you to quickly find records that are grouped together by a common attribute you have defined via tagging. In this example we will filter our list of Contact records by the tag ‘Marketing’. Once…
Tags allow you to group your records by a certain attribute that you define. For example if you met a series of Contacts at a networking event you can group them by the name of that networking event and therefore…
Setting up an account with any product shouldn’t ever be complicated. So to ensure that your sign up experience is as easy as possible we’ve created this ‘how-to’ article. Please note this article is for setting up a RealtimeCRM account…
What are Custom Fields? Custom Fields are an easy way of storing additional information within RealtimeCRM. They allow you to customise your CRM system to best meet your needs by allowing you to store additional details at no extra cost.…
What is the purpose of Tasks in RealtimeCRM? Tasks in RealtimeCRM allow you to stay on top of all you need to do both in & out of the CRM. Our Tasks system is ordered by the type of Task…
Only Administrators have the ability to change User Permissions. This enables you to restrict access to certain sections of RealtimeCRM as well as certain actions such as the ability to import and export data. You can even disable a User account.…