Click on Team

Click on "Add User" Icon on top right

Add team member information

Save

Click on Team

On Team members list click on delete icon

Confirm

Go to your login url

Enter your username

Enter your password

Login

On the left side page Menu

Scroll down

Click on Logout

Log into Relotis CRM

Go to Opportunities

Enter your Forecast Target 

Note: Admin Owner must approve targets

Sales activity is displayed on your Dashboard

You may also click on Opportunities for a deep dive into sales activity

Log into Relotis CRM

Go to Opportunities

Enter your Forecast Target 

Note: Admin Owner must approve targets

On the left Menu

Click on "Leads"

You may also manage your leads here

Click on Opportunities

Clicl on Create New Opportunity Icon (Star Icon Top Right)

Add details

Users can edit their sales dater except forecasts and targets which require administrative approval.

Your Dashboard displays team performers.

This includes top performers, bottom performers, team activity by deal stage, comments, task completion, closed deals and more.

Log into Relotis CRM

Go to Leads (or Opportunities)

Click on Lead or Opportunity Owner

Select new owner

Note: Only the Admin Owner can reassign leads.

Increase your team's productivity, via a simple, clean dashboard. Track your close rate, reward top producers, unclog your sales pipeline.

Track sales activity. Track close rates, track timelines, identify opportunities for growth.

Active email integration with your existing email system. This includes Outlook, Gmail, and every email management system on the market.

Maintain a collection of documents and files (or contracts) attached to each deal, sale, and opportunity.

Account, Contact, Lead, and Opportunity Management via a simple interface. View lead activity, Sales journey, and opportunity owner activity.

Our support staff are available 24/7 to answer your questions without trying to cross-sell you new features.

Though our system is the easiest to set up and use in the industry, we will help you get up and running!

Chat with your team members in real time via your own internal team chat channel.

Forecast collaboratively with your team. Identify bottlenecks, deal stages, contact activity from initiation, analysis, proposal, negotiation and close.

See where your deals get stuck, compare quarterly sales, annual sales, team activity, and make more informed, consistent decisions with real-time reports and dashboards.

Route hot leads to the right reps and view the impact of your marketing activities on your sales pipeline.

As a subscriber, you can network with other Relotis customers and businesses to increase sales and identify new opportunities.