About Filtering At the top of any list of records – whether Company, Contact or Opportunity records – you will see an Add filter tool. This is a powerful feature in RealtimeCRM and allows you to quickly reduce the list that you…
A great feature of RealtimeCRM is its ability to do the data-entry heavy lifting for you by looking up a company as you type and finding the details for you. Not only will it save you time, you may also get access…
You may already know that you can easily filter the records that you see listed in RealtimeCRM. While there are many attributes that covers, you will want to add your own custom fields and you may not be aware that you can filter by…
Tasks are an important part of your day-to-day work and are critical in ensuring you follow up Opportunities or enquiries on time. To help, we provide the Tasks tab which is a very useful way of seeing what you still…
RealtimeCRM allows you to both filter and search your list of Activities so if you know what you’re looking for you can type it into the search bar but if you only remember a few facts about the activity you…