Book an appointment with RealNex Client Services

RealNex Knowledge Base

    Creating and Managing a Deal (Projects)

    Follow

    Not sure how to use the tool below? 

     

    Questions Answered:

    • How do I setup a Project for a Deal?
    • What are the different components of a Project record?
    • How do I manage my Deal as it progresses?
    • How do I manage and organize multiple active Deals?
    • How can I capture and manage Leads in a Project?

     

    Powered by Zendesk