opportunities – RealtimeCRM

Support

Edit Opportunity Stages and Opportunity Pipeline titles

When you start using RealtimeCRM you will be given a default set of stages for your Opportunities, these stages represent the steps in the sales process needed to turn that Opportunity into a final sale. The Opportunity Pipeline is a…

opportunities settings

Support

Download an Opportunity into a Quote template

To download a Opportunity you must first create a Microsoft Office Word template which you will then populate with the Opportunity information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…

documents export opportunities quote template