RealtimeCRM grants you the ability to delete multiple or individual Opportunity records at once, we will go through each option in this article Deleting an individual record Click on the Opportunities panel in the left hand sidebar Select the Opportunity…
To download a Opportunity you must first create a Microsoft Office Word template which you will then populate with the Opportunity information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…
You can add and remove Contacts to your lists in MailChimp direct from RealtimeCRM, saving you time and making it easier to get value from your connections. All you need is for your Contact record in RealtimeCRM to have a valid email…
RealtimeCRM enables you to link records to Projects or Opportunities, in this help article however we are going to remove a related Contact record from a Project record. The procedure for removing a relationship between records is the same as…
RealtimeCRM enables you to download Company 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 the process of creating a simple addressee…
Simply, the answer is no, the reason being that different Project Types have different stages. You can however use the filter to view all Projects of a chosen type. Change the type of Projects shown in the Projects Pipeline All…
The RealtimeCRM Scheduler enables you and others on your team to book appointments and eliminate double bookings. Its intuitive drag and drop scheduling allows you to save time and become more efficient helping you focus on what’s most important to…
To delete an appointment from the Scheduler simply click on the appointment which you wish to delete and then in the dialog box that opens click the red <i class=> Delete button, a new dialog box should now open asking you to confirm…
The ‘My Agenda’ view allows you to view all your appointments for a given week. If you’re an engineer or a tutor then it is unlikely that you want to view everyone’s schedule. You’re really only interested in your own,…
Sometimes we can accidentally record records twice in an import CSV file resulting in duplicate records being imported into RealtimeCRM. Fortunately, RealtimeCRM will flag these duplicates and tag them as such allowing you to easily remove the specifically duplicated records…