Changing Your Company Information

Changing your Company details in RealtimeCRM is a quick and seamless process. Click on your Username in the top right corner, a drop-down menu will appear. From the drop-down menu click ‘Settings and you will be taken to your ‘My…

The Event Log

The Event Log in RealtimeCRM allows you to see and keep track of all changes that have taken place on RealtimeCRM, these changes are known as events. If a User has access to the Event Log, he or she will…

Exporting data

When we created RealtimeCRM one of the core principles that guided us was allowing Users to remain in control of their data at all times with the ability to take their data with them at any time, there is no…