Importing Data
In order to be able to import data ensure that you have permission to do so. To see how to modify User Permissions in RealtimeCRM see the following article. The import feature is located under the ‘Import Data’ heading in Settings.…
Updating records via the Import function
In order to be able to import data ensure that you have permission to do so. To see how to modify User Permissions in RealtimeCRM see the following article. The primary way to update records within RealtimeCRM is to use a…
Removing duplicate records after an Import
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…
Import Tasks to a Project or Opportunity
There two methods by which you can import a list of tasks and associate them with a specific Opportunity or Project in RealtimeCRM. The first method allows you to simply download a template CSV file from the specific Opportunity or…
Import your data from LinkedIn
To easily and quickly start working with RealtimeCRM, you can import your data from CSV files. LinkedIn allows you to export your existing connections as such. We will see here how to do it. Retrieve your connections from Linkedin The…