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…
Made a mistake in selecting a Project type, or want to apply a more appropriate one? You can now edit an existing Project and choose the correct one. Change the Project type of an existing Project Select the ‘Projects’ panel…
Sales is all about winning opportunities and so it’s very important that you know how RealtimeCRM allows you to update an Opportunity and mark it as won. You can mark an Opportunity as won (or lost) once it has reached…