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RealNex Knowledge Base

  1. RealNex Knowledge Base
  2. Getting Started with RealNex

    Getting Started with RealNex

    Start your journey with RealNex: learn to import data, navigate products, integrate tools, and master essential features for Commercial Real Estate professionals’ success.

    Understanding RealNex and How It Helps You

    • What is RealNex and How Does It Help CRE Professionals?
    • Solution Structure: CRM, MarketEdge, MarketPlace, Transaction Manager, and More
    • Getting Started in RealNex (Playlist)

    Creating Your Account and Adding Team Members

    • Creating & Managing Your RealNex Account
    • Adding & Managing RealNex Users to Your Subscription
    • How to Add a New CRM User and Manage Database Access
    • How to Update Your Email Address

    Your First Week in RealNex (Navigating RealNex)

    • Navigating the RealNex Platform
    • Using Guide Me Feature and Knowledge Base

    Your First Week in RealNex (Import Data into Your CRM)

    • How to Import Your Data Into the CRM & Save Field Mappings
    • Import Map
    • Auto-Map Templates for CRM Import
    • Handling Sale Comp Import Character Limits

    Your First Week in RealNex (Outlook/Google Integration)

    • Outlook Add-In for CRM
    • Gmail Add-In for CRM

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