If you’ve decided RealtimeCRM is not for you, then you’ll want to backup your data before you delete your account. If there’s anything we can do to help or change your mind then please contact us at [email protected] before proceeding. What happens…
We have now introduced the ability to choose if pick lists allow multiple selections and then assign them to a Custom Field. Whereas before you were only able to select one, now giving you the option to create fully customised…
When you start using RealtimeCRM you will be given a default set of stages for your Opportunities, these stages represent the steps in the sales process needed to turn that Opportunity into a final sale. The Opportunity Pipeline is a…
Changing your Company details in RealtimeCRM is a quick and seamless process. Click on your Username in the top right corner, a drop-down menu will appear. From the drop-down menu click ‘Settings and you will be taken to your ‘My…
The ‘My Profile’ page in RealtimeCRM allows you to update your personal information including your name and email as well as re-ordering your list of Favourites and changing the default language of RealtimeCRM. To reach your My Profile page simply…
Setting up an account with any product shouldn’t ever be complicated. So to ensure that your sign up experience is as easy as possible we’ve created this ‘how-to’ article. Please note this article is for setting up a RealtimeCRM account…
Only Administrators have the ability to change User Permissions. This enables you to restrict access to certain sections of RealtimeCRM as well as certain actions such as the ability to import and export data. You can even disable a User account.…
The Accounts Settings within RealtimeCRM offer a lot of control, and there are a few features you may have missed. In this help article, we aim to show you a few of the things you can do when it comes…
Enabling browser pop-ups Pop-up windows are usually an unwanted nuisance that we want to avoid. However, some web applications including RealtimeCRM use pop-ups from time to time in order to complete various functions. In this article, we will be showing…
You can set up your RealtimeCRM to have an application shortcut icon added to a device’s Home screen or homescreen, this will save you time having to navigate to the RealtimeCRM website. Android Open the Chrome app, and head to …