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Getting Started

5
  • Welcome to Relotis!
  • Managing contacts judiciously in Relotis CRM
  • Dashboard
  • Contacts in Relotis CRM
  • Adding Team Members

Dashboard

5
  • Managing contacts judiciously in Relotis CRM
  • First time logging in
  • Dashboard Items
  • Dashboard
  • Contacts in Relotis CRM

Leads

7
  • 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
  • Dashboard
  • 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
  • Dashboard
  • Contacts in Relotis CRM
  • Changing a Task Stage
  • Change a Task owner
  • Adding a Task

Coming Soon

5
  • Team Chat
  • Improved UI
  • Email and Calendar Syncronization
  • Business Networking Marketplace
  • Articles, Guides, Newsletters

Dashboard

This is the dashboard overview

  • Managing contacts judiciously in Relotis CRM
  • First time logging in
  • Dashboard Items
  • Dashboard
  • Contacts in Relotis CRM

Relotis CRM

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