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Managing contacts judiciously in Relotis CRM
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Managing contacts judiciously in Relotis CRM
First time logging in
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Contacts in Relotis CRM

Leads

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To Edit a Lead
Stages of a Lead
Managing contacts judiciously in Relotis CRM
Contacts in Relotis CRM
Adding an Opportunity to a Lead
Add a Lead to an Opportunity (or vice versa)
Add a Lead

Opportunities

10

What is an Opportunity?
Stages of an Opportunity
Managing contacts judiciously in Relotis CRM
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Contacts in Relotis CRM
Attaching a document to an Opportunity (deal)
Adding an Opportunity to a Lead
Adding a new Opportunity
Adding a contact to an opportunity
Adding a Comment to an Opportunity

Tasks

9

What is a Task?
Managing contacts judiciously in Relotis CRM
Hiding and Unhiding Completed Tasks
Edit a Task
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Contacts in Relotis CRM
Changing a Task Stage
Change a Task owner
Adding a Task

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Team Chat
Improved UI
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Business Networking Marketplace
Articles, Guides, Newsletters

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