Adding a Product
A product is a good or service that you sell. You can list these in the ‘Products’ catalogue of RealtimeCRM including the sales price and the cost price. The cost price being naturally the total outlay required to produce a…
Add a Product as a Line Item in a Project or 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…
Inventory management, adjusting your Product’s stock level
RealtimeCRM enables you to record your Products, you can track whether they’re in any of your Opportunities and Projects and adjust the stock level accordingly. This enables you to manage your inventory. Tracking your Product usage When you click through…