Viewing and filtering Tasks
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…
Adding and managing Tasks
What is the purpose of Tasks in RealtimeCRM? Tasks in RealtimeCRM allow you to stay on top of all you need to do both in & out of the CRM. Our Tasks system is ordered by the type of Task…
Organise your Tasks in the Calendar
It can be quite overwhelming to see your list of Tasks but RealtimeCRM enables you to view your Tasks inside a Calendar allowing for an easy visual of your outstanding Tasks. In this way you can quickly see those Tasks…
Send a reminder from RealtimeCRM
In addition to the ability to create tasks for yourself and other members of your team you can email reminders as well so no one forgets and the task is completed. In order to be able to set a reminder…
Calendars & RealtimeCRM
RealtimeCRM allows you to sync your tasks and appointments to your Google Calendar, Apple Calendar, Outlook, or any calendar that allows you to subscribe by URL. Once synced there are a few things to note: The initial sync to your…
Import Tasks to a Project or Opportunity
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…
Capture signatures against your Tasks
RealtimeCRM enables you to capture signatures against your tasks. So lets say you’ve got a team of engineers going on site to visit customers, once they’ve completed their work they can simply get the customer to sign off on their…
Mark a Task as complete or incomplete
In order to mark a Task as complete simply click symbol next to the Task. If you accidentally marked it as complete, then to undo this you need to mark the Task as incomplete. You can do this by a number…
Task Report
Note: This feature is in Beta which means it works but we are planning on improving it further. We’d love to get your early feedback so we can make the feature work for you and your business. Running an efficient business means…
Recurring Tasks
Sometimes you may find yourself needing to mark a Task as complete only to raise another Task for the next time you have to do that action. These recurring Tasks might happen when there is a regular sales review or…