Maximize your productivity with RealNex by leveraging the Guide Me feature and Knowledge Base. Whether you’re managing listings, analyzing deals, or need answers fast, these integrated support tools are designed for CRE professional using RealNex. This article will walk you through accessing and utilizing these resources for effective self-service support within the RealNex ecosystem.
Accessing the Guide Me Feature
- Log into your RealNex account and navigate to the desired tool (CRM, MarketEdge, MarketPlace, or Transaction Manager.).
- Locate the Guide Me widget, the blue button in the top-right corner of your screen.
- Click through the Library to launch step-by-step walkthroughs or use the search bar to find a contextual self-guided tour specific to your current workflow.
Navigating the Knowledge Base
- Visit the RealNex Knowledge Base at realnex.zendesk.com.
- Enter your search query using Commercial Real Estate terms or product-specific keywords (e.g., “how to create a flyer,” “how to create for lease listings”).
- Review step-by-step guides and articles tailored to CRE use-cases and RealNex workflows.
When to Use Each Tool
- Use Guide Me for step-by-step, in-product guidance, especially during onboarding or to solve specific tasks in real-time.
- Rely on the Knowledge Base for FAQs, troubleshooting, best practices, and deeper product education at your own pace.
Tips for Maximizing Self-Service Success
- Bookmark commonly used Knowledge Base articles for quick access.
- Use industry-specific keywords when searching to find relevant CRE solutions.
- Engage with in-app walkthroughs when adopting new features to accelerate learning.
Conclusion
RealNex gives CRE professionals the freedom to learn and troubleshoot seamlessly, thanks to robust self-service features. With Guide Me and the Knowledge Base, you can resolve most issues independently and concentrate on closing deals and building your pipeline. For more advanced support, contact us at support@realnex.zendesk.com.