Help & Support

Featured articles

• The Projects Pipeline
• Filtering records in RealtimeCRM
• Deleting your Company Account
• Keyboard shortcuts in RealtimeCRM
• Group my Companies and Contacts
• How do Opportunities and the Opportunity Pipeline work?
• I have entered a new Company into RealtimeCRM but I haven’t got much information back
• What are Opportunities, the Opportunity Pipeline and Projects?
• Filter records by Custom Fields

Need more help?

Whether you are an existing customer that wants to know how to use a feature, or you want to know more about RealtimeCRM before you trial it, we are here to help. Just get in touch with us and we will be pleased to give you an answer.

• Email – send us a message to [email protected] with your query or topic that you need help with.
• Help articles and tutorials – you can either browse through the articles on this page or search on the right hand side.
• Feedback form – for non-urgent requests or suggestions, you can complete the feedback inside the app

Topics

account accounts activities adding data admin calendar companies contacts csv custom fields dashboard documents email event log export favourites filter filtering finance forecasting gdpr import integrations keyboard shortcuts linkedin login mailchimp maps mobile opportunities opportunities pipeline opportunties permissions products projects quote quotes realtimecrm news related records reporting scheduler search settings support tags tasks team chat template timesheets users voip widgets xero zoom