Book an appointment with RealNex Client Services
Submit a request Sign in
  • Knowledge Base
  • Training Center
  • What's New
  • Blog
  • Recorded Webinars

RealNex Knowledge Base

  1. RealNex Knowledge Base
  2. Getting Started with RealNex

    Getting Started with RealNex

    Set up your account, import your database, connect Outlook or Gmail, and see how KRM, MarketEdge, MarketPlace, Bridge, and Vault fit together. Your first week in RealNex, in order.

    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

    504 Murphy Road Suite L
    Stafford, TX 77477
    USA

    281-299-3161

    sales@realnex.com

    Quick Links
    • Home
    • Solutions
      • CORE
      • MarketEdge
      • MarketPlace
    • About
    • Media
    • Pricing
    • Contact
    • Get Started
    • Demo Request
    • Webinar
    • Contact Sales
    • Contact Support
    Follow Us on Social Networks
    Powered by Zendesk