In this article, we are going to be talking about how Opportunities and the Opportunity Pipeline work within RealtimeCRM. We will be going over what they are, how exactly they work and the benefits they can bring. Opportunities So what are…
RealtimeCRM enables you to keep track of prospective sales via our Opportunities feature, sometimes of course Opportunities can be lost due to being out bid by another firm or the Client simply changed their mind. However to that end a…
RealtimeCRM allows you to add line items directly into Opportunity record allowing you to easily keep an audit trail and have all the necessary information to win the Opportunity in the same record. You can also add your Products into…
RealtimeCRM grants you the ability to delete multiple or individual Opportunity records at once, we will go through each option in this article Deleting an individual record Click on the Opportunities panel in the left hand sidebar Select the Opportunity…
Your Products panel in RealtimeCRM is a catalogue of all the goods and services you provide. It records what it is, the per unit cost and final sales price. However that’s not all, you can fill in the line items…
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…
RealtimeCRM allows you to duplicate an Opportunity and assign it to the same or a different Company. Simply use the Duplicate Opportunity button on an Opportunity to save you from having to retype all the information. Duplicating an Opportunity Click on the…
When marking an Opportunity as lost RealtimeCRM enables you to select the reason. There are default reasons that we’ve set up for you which are tagged as Predefined. You can however create and remove your own reasons. Adding a reason Click…
Win Probability in RealtimeCRM is the likelihood of an individual Opportunity being won and the sale adding to the income of your company. By default the Win Probability on all Opportunities in RealtimeCRM is set to 100%, where 100% denotes…
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…