Opportunities – Relotis

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

Opportunities

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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

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What is a Task?
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Hiding and Unhiding Completed Tasks
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Change a Task owner
Adding a Task

Coming Soon

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

Opportunities

This shows you how to enter, manage, and link opportunities to leads.

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

Relotis CRM

Partner with us, or learn more about how you can integrate with Relotis CRM for Real Estate Professionals.

Email: support@relotis.com

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