CRM - Knowledge & Relationship Management
Import and clean your database, sync your inbox and calendar, track deals through Projects, and read your pipeline with RealNex Insights dashboards.
Getting Around the CRM and Core Concepts
- Attach Layouts to Specific Properties, Projects
- Filter by Last Activity (History) and Next Activity (Events)
- Layouts Enhancement: Remapping Old Fields
- Layouts: Setting up your Team
- CRM Training Courses 1 - 7 (Playlist)
- Menus
RealNex Insights
Outlook and Google Sync (Emails, Events, Contacts)
Finding, Viewing and Exporting CRM Data
- Running a Mailing Labels Report and Performing a Mail Merge in RealNex CRM and Microsoft Word
- Customizing Database Views and Exports
- How to use Filters to Search for Records in CRM
- Quick Filters
- List View
- Managing & Restoring CRM Backups