The Projects Pipeline
The Projects Pipeline is designed to make it easy for you to see how far Projects have progressed towards completion, at a glance. You can see which Projects are nearing a close and which may need some effort to get…
What are Opportunities, the Opportunity Pipeline and Projects?
You can think of ** Opportunities** as prospective sales. For example, if you’re a recruitment company and you’re pitching hiring services to a potential client, you can log this under opportunities. Tip: You would also add a record for the prospect under Companies. The Opportunity Pipeline is designed to make it…
Adding Projects
What are Projects and why are they useful? Projects are usually created when you win an Opportunity. Once an Opportunity has gone through all the stages in the Sales Pipeline it will be assigned to a Project. Although this will…
Creating a new Project Type
It is highly unlikely that all Projects will follow the same format for example you may have two different products you’re developing that require different stages on the road to delivery to your Customer or you may offer a service…
Add or remove Line Items from a Project
RealtimeCRM allows you to add line Items directly into your Project record allowing you to easily keep an audit trail and have all the necessary information to complete the Project in the same record. You can either add one of…
Download Project details into a template?
To download a Project you must first create a Microsoft Office Word template which you will then populate with the Project information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…
Can I view all Project types in the Projects Pipeline at the same time?
Simply, the answer is no, the reason being that different Project Types have different stages. You can however use the filter to view all Projects of a chosen type. Change the type of Projects shown in the Projects Pipeline All…
Duplicate a Project
Sometimes you may find yourself doing the same kind of work for a Company. Or an Opportunity that you work on might yield more than a single Project. Simply use the Duplicate button on a Project to save you from having to…
Book an appointment for a Project in the Scheduler
Our Scheduler is linked to Projects and so you can book appointments against a Project. The great thing is whenever you click through to that Project record you can see at a glance when your next appointment with the customer…
The Projects Pipeline
The Projects Pipeline is designed to make it easy for you to see how far Projects have progressed towards completion, at a glance. You can see which Projects are nearing a close and which may need some effort to get…