Attaching emails to a record
You can store in RealtimeCRM a copy of any email that you send to a Contact that you have stored. Doing so allows you to easily keep track of communication between you and your customer. To store a copy of…
Change your default email client
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…
Change the email address for your RealtimeCRM User
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…
Automatically attach incoming emails to records in RealtimeCRM
Tip: This article assumes that you already understand how email linking works within RealtimeCRM. See Attach emails to a record for details before reading further. About incoming email linking Because RealtimeCRM only links the emails that you choose there is no automated way…
Create and send a quote
Click through to the Opportunity record you wish to create the quote for then click the ‘Send Quote’ button A new form should open up allowing you to configure your quote, including adding in your own logo, terms and other…
Customising your quotes
RealtimeCRM allows you to customise your quotes by setting a standard footer, email template and uploading your own logo that will appear by default on any quotes you send to your prospects. Upload your company logo to your invoice template…
Configure quote totals and sales tax
When sending a quotation you need to make sure that the tax elements are showing correctly. You might have line items that are priced inclusively of tax, subject to a standard rate or tax exempt. RealtimeCRM takes care of all of that…