• Email Address: sales@raalink.com
  • Phone number: + 91 484 4034446

Mass Update Functionality of RAALINK CRM

All often businesses often require to make similar corrections to a group of data and instead of opening each record individually and correcting RAALINK CRM provides the feature of Mass Update wherein any number of records can be updated/corrected in one click.Various mass actions are feasible on the selected records...

What is CRM?

Customer relationship management—often abbreviated as CRM—is business software that helps sales, marketing and customer support teams manage customer communication and sales efforts. It’s designed to help companies manage and analyze customer interactions and data throughout the customer lifecycle.Simply put, customer relationship management software is designed to improve your business relationships...

How you view data in RAALINK CRM?

1.     Type of Views.   The records in various entities are displayed in the CRM through the following type of views: - a)    List View. The entire records in an entity (Accounts, Opportunities, Contacts, Leads, Tasks, etc) that are accessible to the users are listed with total count on the...

Bulk Import of Data

RAALINK CRM provides the option to import data for:-Creating New recordsUpdating existing recordsCreate and Update records Provides the ability to import records from CSV files. Administrator can access import at Administration > Import. By default regular users don't have an access. It can be granted with ACL roles. Administrator also...

Tools Available in List View

a)   Filtering.  Various Filtering Tools are available in the List View for All Entities and is a Useful Tool to Select a list of records of a particular type: -                  i.          Main Left Filter                  ii.          Search Box