RealtimeCRM allows you to send emails to Contacts by clicking on their email address. But before you can utilise this feature it is useful to make sure that your system is using the correct Email client. There are two methods…
It is highly unlikely that all Projects will follow the same format for example you may have two different products you’re developing that require different stages on the road to delivery to your Customer or you may offer a service…
In order to be able to import data ensure that you have permission to do so. To see how to modify User Permissions in RealtimeCRM see the following article. The primary way to update records within RealtimeCRM is to use a…
RealtimeCRM allows you to add line items directly into Opportunity record allowing you to easily keep an audit trail and have all the necessary information to win the Opportunity in the same record. You can also add your Products into…
RealtimeCRM allows you to add line Items directly into your Project record allowing you to easily keep an audit trail and have all the necessary information to complete the Project in the same record. You can either add one of…
RealtimeCRM allows you to associate multiple Email addresses to the same RealtimeCRM account; there is no limit to how many you can have. This means you can log into that account with any of the Email addresses you associate with…
RealtimeCRM enables you to download Contact information into pre-prepared template letters or envelope addressee labels thus saving you from having to fill in the information manually. In this example we will go through creating a simple template letter that invites…
To download a Project you must first create a Microsoft Office Word template which you will then populate with the Project information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…
You can change your card details inside RealtimeCRM in a few easy steps. Please note though that you must be a system administrator in order to update your card information. Changing your card details Click on your Username in the…
RealtimeCRM allows you to both filter and search your list of Activities so if you know what you’re looking for you can type it into the search bar but if you only remember a few facts about the activity you…