By integrating RealtimeCRM with a Voice over Internet Protocol (VoIP) phone system making calls becomes a breeze. This new integration allows you to make calls using click-to-dial functionality. You will need to be a RealtimeCRM administrator to do this. Integrating…
There are occasions when you may wish to record more than one web link for a Contact or Project record. There could be varying reasons for this such as the Contact or Company having more than one website or you…
“The data subject shall have the right to obtain from the controller confirmation as to whether or not personal data concerning him or her are being processed, and, where that is the case, access to the personal data and the…
You can set up your RealtimeCRM account to have an application shortcut icon added to a computer’s desktop this will save you time having to navigate to the RealtimeCRM website. Google Chrome Open the Google Chrome web browser Navigate to …
Log In now Thanks for choosing RealtimeCRM. If your company has already signed up to RealtimeCRM then to you first need to be set up with a User account. If you are not sure or need a User account then…
Sometimes you may find yourself doing the same kind of work for a Company. Or an Opportunity that you work on might yield more than a single Project. Simply use the Duplicate button on a Project to save you from having to…
The RealtimeCRM Scheduler enables you and others on your team to book appointments and eliminate double bookings. Of course the Scheduler may be relevant to a certain subset of your team such as your Engineers booking appointments rather than your…
With RealtimeCRM you have the ability to look up any British Company you add to Companies House. This allows you to find even more information about them including whether the company has insolvency history or is going into liquidation. However,…
A product is a good or service that you sell. You can list these in the ‘Products’ catalogue of RealtimeCRM including the sales price and the cost price. The cost price being naturally the total outlay required to produce a…
Your Products panel in RealtimeCRM is a catalogue of all the goods and services you provide. It records what it is, the per unit cost and final sales price. However that’s not all, you can fill in the line items…