Support, FAQ

Our support is straightforward. Here you'll find answers to questions and more. We will resolve your questions and not try to
cross-sell you stuff you don't need.

How do I add users?

Click on Team

Click on "Add User" Icon on top right

Add team member information

Save

How do I delete a user?
How does a user log in?
How does a user log out?
How do I enter Sales Forecasts?

Log into Relotis CRM

Go to Opportunities

Enter your Forecast Target 

Note: Admin Owner must approve targets

How do I view Sales Activity?
How do I edit Forecasts?
How do I view Leads?
How do users enter their Sales?

Click on Opportunities

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

Add details

Can users edit their sales data?
How about Team Performance?
Can I reassign Leads?

Save time by reading the FAQ section above, we update it daily. There is also more support materials (videos) in your dashboard panel.

Relotis provides support Technical Support 24 hours a day, 7 days week, 365 days a year. Including comprehensive videos and materials.

Learn how to use Relotis CRM to increase productivity in your business.

Our Partners

Our partner ecosystem is supported by technology platforms that enables Relotis CRM globally.

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