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settings

Help & Support

  • How set up Opportunity loss reasons opportunities settings
  • Change currency in RealtimeCRM settings account
  • Creating a new Project Type settings projects
  • Add RealtimeCRM to your home screen settings mobile
  • Enabling browser Pop-ups settings
  • Account settings account settings
  • Editing User Permissions as an Administrator settings admin users permissions
  • Setting yourself up in RealtimeCRM settings
  • Edit Opportunity Stages and Opportunity Pipeline titles opportunities settings
  • Changing Your Company Information admin settings
  • Profile settings account settings
  • Selecting multiple items from a pick list custom fields settings
  • Deleting your Company Account admin settings

Benefits

  • RealtimeCRM vs other CRMs
  • Tasks, Calendar & Chat
  • Pipeline View & Quote Sending
  • Custom Fields, Activities & Email Forwarding
  • Search, Filters & Favourites
  • Mobile Friendly
  • Capterra

Resources

  • What is a CRM?
  • What is a Sales Pipeline?
  • Cold Email Cheat Sheet
  • B2B Cold Calling Guide
  • Free Sales Pipeline Template
  • Sales Negotiation Guide
  • Sales Objection Handling
  • Guide to the GDPR

About

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Contact us

  • hello@realtimecrm.co.uk
  • @RealtimeCRM
  • +44 (0)1223 626265

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