RapidStartCRM – Using the Timeline History Most records in RapidStartCRM have a Timeline History Tab, and it works the same on all record types. The Timeline is where you add various Activities to the records, providing you with a complete history of your interactions. In the example Timeline below, you can see where a few… Read More


Getting around in RapidStartCRM Before you dive into the specifics of RapidStartCRM, it would probably be useful to have a quick overview of how to get around in RapidStartCRM. We have tried to make RapidStartCRM as intuitive as possible, but it can’t hurt to provide a quick lay-of-the-land. (1) The Primary RapidStartCRM Navigation is from… Read More


RapidStartCRM – Dashboards RapidStartCRM includes the following Dashboards, accessed from the sidebar (1): Sales Metrics Dashboard Sales Activities Dashboard Case Metrics Dashboard Case Activities Dashboard RapidStartCRM Documentation Hashtags Dashboard Hashtags Admin Dashboard (visible to Hashtag Admins) You can switch between dashboards with the selector (2) An example of the Sales Metrics Dashboards is shown below:… Read More


RapidstartCRM – Opportunities A feature of RapidStartCRM is the ability to create and track sales Opportunities for your products or services. Opportunities List View The List View of Active Opportunities will open, which looks similar to a spreadsheet. (1) To get to Opportunities, in the Sidebar, click on “Opportunities”. (2) There are a few different view… Read More


RapidStartCRM – Cases A feature of RapidStartCRM is the ability to create and track Cases for support, warranty or any other Customer Issues. Cases List View The List View of Active Cases will open which looks similar to a spreadsheet. (1) To get to Cases, in the Sidebar, click on “Cases”. (2) There are a… Read More


RapidStartCRM – Contacts One of the core items that you and your users will create and track in RapidStartCRM are the Contacts you work with. These could be existing Contacts related to Account, existing Contacts not related to Accounts, and Prospects that you hope to engage with in the future… any kind of Contact really.… Read More


RapidStartCRM – Accounts One of the core items that you and your users will create and track in RapidStartCRM are the Accounts you work with. These could be your customers, vendors, partners… any kind of business entity really. Account List View The List View of Accounts will open, which looks similar to a spreadsheet. (1)… Read More


RapidStartCRM – Hashtags Unique to RapidStartCRM is our own RapidStart Hashtags system. It works the same way you identify and classify items on Twitter, for example “#interesting” How to use RapidStart Hashtags The get the most value from Hashtagging, first you should understand the difference in categorization methods. The below example is an Account record… Read More


RapidStartCRM – Process Flows RapidStartCRM includes the following Process Flows: Prospect Process Flow Opportunity Process Flow Case Process Flow Process Flows are completely optional and can be customized or hidden if desired. While they are not required to utilize RapidStartCRM, Process Flows are a great way to create checklists of things that should be done… Read More


RapidStartCRM – Prospects As you go about your business you will be continually meeting new people, or they will be finding you, either way, at this stage they are not someone you do business with… yet. Some solutions complicate this need; in RapidStartCRM we wanted to make it simpler. A “Prospect” in RapidStartCRM is really… Read More