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

See all 9 articles

RealNex Insights

• Getting started with RealNex Insights
• The five dashboards, explained
• Filters, refresh cadence, and what “day-of” means
• How to migrate repurposed fields to system fields
• Why your dashboards may look different

Outlook and Google Sync (Emails, Events, Contacts)

• Synchronize Your Online CRM with Office 365/Outlook (Contacts, Calendar and Emails)
• Synchronize Your Online CRM with Gmail
• Gmail Sync Re-Link
• Outlook Sync Re-Link
• Updating Contact Notes and Categories from Google 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

See all 7 articles

Managing People, Companies, and Deals

• Customizing Project Types to Create Deal Funnels
• How to Organize and Track Deals with Projects
• Managing Leads
• Detail Screen

Tracking Tasks, Activities, and Reminders

• Tracking Activities as History and Events
• Events and Timelines
• Reminders - Browser Notifications

RealCampaigns in CRM (Email Marketing)

• Editing and Creating CRM RealCampaign Email Templates

Finding and Cleaning Data Issues in Your Database

• Managing Duplicate Records & Database Cleanup
• Bulk Update Records with Global Replace
• In-line Editing
• Correcting Missing Names after Merging Databases
• Data Integrity

Controlling Who Can See and Do What (Permissions)

• Managing Export Permissions for Contacts & Data
• Managing User and Team Permissions

Connecting Other Tools and Using the API

• Using the RealNex CRM API for Integrations
• Enabling & Generating API (JWT) Access Tokens

Working with Legacy Desktop CRM (Archive)

• REA10 Not Licensing Properly Despite License Added - Or SSL/TLS Security Channel Error on Login
• Relicensing Realnex CRM (Desktop)
• Importing into CRM (Desktop) Webinars
• Exporting Records to Excel for Desktop CRM