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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

Edit a Task

To Edit a Task

Open the Task
Click on Edit Task
Edit the Task
Save

Edit Task Image Below

Still stuck? How can we help?

How can we help?

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Updated on March 1, 2021

Relotis CRM

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