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…

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…

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…