Support
We are here to help
Whether you are an existing customer that wants to know how to use a feature, or you want to know more about RealtimeCRM before you trial it, we are here to help. Just get in touch with us and we will be pleased to give you an answer.
- Email – send us a message to [email protected] with your query or topic that you need help with.
- Help articles and tutorials – you can either browse through the artciles on this page or search on the right hand side.
- Live chat – Why not post your question to our real, live support team using the Chat with our team link found on this site and in the app.
- Feedback form – for non-urgent requests or suggestions, you can complete the feedback inside the app
Help articles
Help & Support
- How to configure quote totals and sales tax quotes email opportunities
- How to customise your quotes quotes email opportunities
- How to create and send a quote quotes opportunities email
- Zoom Integration voip integrations zoom
- How to add a Task to multiple Opportunities tasks opportunities
- How do I set Win Probability in RealtimeCRM? opportunities forecasting opportunities pipeline
- How set up Opportunity loss reasons opportunities settings
- How to mark a Task as complete or incomplete tasks
- How will I receive my RealtimeCRM invoice? account payment billing
- How to organise your Custom Fields using Labels custom fields
- Using Team Chat team chat
- Using Excel to put tags into columns export tags
- How to duplicate an Opportunity opportunities
- A Company or Contact record is not showing on the map maps contacts companies
- Using maps in RealtimeCRM - filtering contacts and companies maps
- How to change currency in RealtimeCRM settings account
- How to add a document from SharePoint to RealtimeCRM documents
- How to change the Project type of an existing Project projects
- Capture signatures against your tasks tasks
- Import your data from LinkedIn import csv linkedin
- Automatically attach incoming emails to records in RealtimeCRM email integrations
- How to import tasks to a Project or Opportunity import tasks projects opportunities
- RealtimeCRM - Supported browsers
- Calendars & RealtimeCRM account tasks scheduler
- What is the Activity Timeline? activities
- Inventory management, adjusting your Product's stock level products
- Manage your password account
- How to transfer records from one user account to another before deleting it account users
- How to send a reminder from RealtimeCRM tasks
- How to add and approve time entries timesheets scheduler
- How book an appointment for a Project in the Scheduler scheduler projects filter
- How to disable a user account account
- How to scan a business card into RealtimeCRM using the Business Card Reader contacts mobile adding data
- How to disconnect Xero from RealtimeCRM xero finance
- How to edit the Scheduler Appointment statuses scheduler
- How to add a Product as a line item to a Project or Opportunity products opportunities
- How to add a Product products
- How to link a Company to Companies House companies adding data
- How to group Users using Tags in the Scheduler tags scheduler
- How to duplicate a Project projects
- How to log into RealtimeCRM as a new user
- How to add RealtimeCRM as a shortcut to your desktop
- A customer requests all the information you hold on them (GDPR - Right to access) gdpr export
- I want to assign a document or website link to a record documents
- Integrate with VoIP telephone systems voip integrations
- How to mark an Opportunity as won and how to convert it into a Project opportunities projects
- How to remove duplicate records after an Import import
- How to view My Agenda in the Scheduler scheduler
- How do I delete an appointment from the Scheduler? scheduler
- How to add appointments to the Scheduler scheduler
- Can I view all Project types in the Projects Pipeline at the same time? projects
- How to download Company information into a template documents companies export template
- Removing Related Records related records
- How to integrate MailChimp into RealtimeCRM mailchimp integrations
- How to download an Opportunity into a Quote template documents opportunities export quote template
- How to delete an Opportunity opportunities
- How to filter or search your Activities search activities
- How to change and update my payment details? account payment billing
- How do I download Project details into a template? documents export projects template
- How do I download a Contact's information into a template? documents export contacts template
- How to change your User account Email address email users
- How to update your records via the Import function import
- Add or remove a Line Item from an Opportunity opportunities
- Add or remove Line Items from a Project projects
- How do I create a new Project Type? settings projects
- How to change your default Email client email
- How to restore a Lost Opportunity opportunities
- Edit or delete Company records companies
- Edit or delete Contact records contacts
- How to export your RealtimeCRM Contacts into Mailchimp mailchimp integrations export
- Organise your Tasks in the Calendar tasks calendar
- The Watched Items Widget widgets dashboard
- Accessing RealtimeCRM notifications notifications account
- Merging Companies companies
- How to add RealtimeCRM to your Home screen settings mobile
- Live Chat Support support
- I'm unable login - Token has expired login account
- Exporting data export admin
- How do documents work in RealtimeCRM? documents
- Giving feedback to the RealtimeCRM team support
- How do I add or remove users? admin account users
- How To Enable Pop-ups settings
- Integrating Xero With RealtimeCRM xero integrations
- Importing Data import
- Related Records related records
- Account settings account settings
- Editing User Permissions as an Administrator settings admin users permissions
- Adding and managing Tasks tasks
- Everything you need to know about Custom Fields custom fields
- Setting yourself up in RealtimeCRM settings
- Adding Tags tags
- Filtering your records with tags search tags filtering
- Adding and managing Companies companies tags adding data
- Adding Contacts contacts
- Adding Projects projects
- Managing Multiple Contacts contacts
- Adding a payment method account payment billing
- Adding Activity to records activities
- How to view or filter Tasks search tasks
- The Event Log event log admin
- The RealtimeCRM Favourites bar favourites account
- How to edit Opportunity Stages and Opportunity Pipeline titles opportunities settings
- Changing Your Company Information admin settings
- Profile settings account settings
- How to filter records by Custom Fields custom fields search
- Selecting multiple items from a pick list custom fields settings
- Delete multiple records at once
- How do I attach emails to a record? email integrations
- How do I group my Companies and Contacts? companies contacts tags
- How do Opportunities and the Opportunity Pipeline work? opportunities
- I have entered a new Company into RealtimeCRM but I haven't got much information back search companies
- What are Opportunities, the Opportunity Pipeline and Projects? opportunities pipeline projects
- Keyboard shortcuts in RealtimeCRM keyboard shortcuts
- Deleting your Company Account admin settings
- Filtering records in RealtimeCRM filtering search
- The Projects Pipeline projects