Live Chat Support
If you can’t find the answer to a question in our support section or you are time constrained then you can chat online in real time to one our support staff by simply clicking the the blue support button at…
Add RealtimeCRM to your home screen
You can set up your RealtimeCRM to have an application shortcut icon added to a device’s Home screen or homescreen, this will save you time having to navigate to the RealtimeCRM website. Android Open the Chrome app, and head to …
Merging Companies
If you’ve added more than one Company for the same customer or supplier you can merge them deleting the extra Company you don’t want whilst retaining all of the Activity details of that Company. Note: This action is only available…
Accessing RealtimeCRM notifications
All of our RealtimeCRM Users have access to notifications. You’ll receive updates on changes or new features as well as opportunities to receive training on RealtimeCRM with us or other User-specific updates. Simply click on the bell symbol on the…
The Watched Items Widget
The purpose of the Watched Items Widget is to give you a high level overview of your most important records in RealtimeCRM as soon as you sign into your Dashboard. This is especially useful if you have a lot of…
Organise your Tasks in the Calendar
It can be quite overwhelming to see your list of Tasks but RealtimeCRM enables you to view your Tasks inside a Calendar allowing for an easy visual of your outstanding Tasks. In this way you can quickly see those Tasks…
Export your RealtimeCRM Contacts to Mailchimp
A lot of businesses when they begin email marketing make the mistake of dumping their entire address book into a mail automation platform not realising they need to have permission to email prospects and clients. In this article we will…
Edit or delete Contact records
Edit a Contact Click on the Contacts panel in the left hand side bar Select the Contact you wish to edit from the list Now click the Edit button on the Contact box A dialog box will open allowing you to change…
Restore a Lost Opportunity
RealtimeCRM enables you to keep track of prospective sales via our Opportunities feature, sometimes of course Opportunities can be lost due to being out bid by another firm or the Client simply changed their mind. However to that end a…
Edit or delete Company records
Edit a Company Click the Companies panel on the left hand side bar Select the Company you wish to edit Click the Edit button on the ‘Company details’ box In the dialog box that opens up you can change the name, address…