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…
You can change the currency as per your organisation’s needs. Please note though that only user(s) with Administrator privilege can follow the steps below to change the currency settings: Click on your Username in the top right corner Select ‘Settings’…
When marking an Opportunity as lost RealtimeCRM enables you to select the reason. There are default reasons that we’ve set up for you which are tagged as Predefined. You can however create and remove your own reasons. Adding a reason Click…