CRM Cloud Training Guide

• CRM Training Courses 1 - 7

Administrative

• Synchronize Your Online CRM with Gmail
• Synchronize Your Online CRM with Office 365/Outlook (Contacts, Calendar and Emails)
• Updating Contact Notes and Categories from Google Contacts
• Get Ready for the New RealNex App on iOS and Android

Basic Navigation

• Menus
• Opening Screen

Data Mining

• Quick Filters
• List View

Data Management

• In-line Editing
• Managing Leads
• Global Replace
• Detail Screen
• Full Database Export from CRM
• How to Switch Databases on Online CRM and Change Default DB

See all 7 articles

Importing Data

• Import Map
• Auto-Map Templates for CRM Import

Webinars

• Managing Data
• Data Integrity
• Events and Timelines
• Projects, Leads, and Client Reporting
• Setting up System Tables and Custom Fields
• Teams and Permissions

See all 8 articles

CRM Desktop

• ★ Relicensing Realnex CRM (Desktop)
• ★ Downloading and Installing the RealNex CRM Desktop Application
• ★ Adding a user to your RealNex CRM Hybrid
• ★ Importing data from Excel
• Migrating Your RealNex CRM Desktop Application to a New Machine
• RealNex Desktop User Manual (PDF)

See all 39 articles

CRM Desktop Training

• Desktop CRM - Getting Started
• CRM - Contacts, Properties, & Projects
• CRM - Webinars
• CRM - Call Management, Mail Merge, Scheduling, & Mapping
• REA - Importing, Utilities, & Outlook
• CRM - Reports & Queries

Legacy

• Creating Vcards (VIDEO)
• Panels / Tabs (VIDEO)
• Duplicate Checker (VIDEO)
• Global Replace (VIDEO)
• List View (VIDEO)
• Sorting (VIDEO)

See all 22 articles