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RealNex Knowledge Base

  1. RealNex Knowledge Base
  2. CORE
  3. CRM (formerly REA)

    CRM (formerly REA)

    • ★ Importing into CORE CRM (REA) Webinars
    • ★ Downloading and Installing the RealNex CRM Desktop Application
    • ★ Adding a user to your RealNex CRM
    • ★ Importing data from Excel
    • Auto-Map Templates for CRM Import
    • Updating Contact Notes and Categories from Google Contacts
    • Full Database Export from CRM
    • How to Switch Databases on Online CRM and Change Default DB
    • Relicensing Realnex CRM (Desktop)
    • Errors/Unable to License a CRM Database
    • Warning Message either when Syncing or Performing E-Mail Merge
    • Opening Contacts
    • Setting up the RealNex Live Sync Tool
    • How to Determine Server Name
    • Adding a Single Contact in CRM
    • Optimizing Reports
    • Organizing Attachments
    • CORE CRM Queries and Groups Webinar
    • Spring Clean Your CORE CRM Database Webinar
    • Getting Started with CORE CRM - Cloud & Mobile App Webinar
    • Getting Started with RealNex CORE Desktop Webinar
    • Sample Import Templates for RealNex CRM Desktop
    • Get Ready for the New RealNex App on iOS and Android
    • RealNex CRM Installation Requirements
    • Synchronize Your Online CRM with Google (Contacts, Calendar and Emails)
    • Cleaning up Contact Duplications Caused by Outlook Sync
    • Synchronizing your RealNex CRM Desktop with Outlook
    • Synchronize Your Online CRM with Office 365/Outlook (Contacts, Calendar and Emails)
    • Setting up CRM Users and Installing the CRM Desktop Workstation
    • Troubleshooting Issues with Setting up RealNex CRM Outlook Add-In`
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