Finding, Viewing and Exporting CRM Data

Learn how to find and manage your Commercial Real Estate data within RealNex CRM for streamlined onboarding, database updates, and efficient migration.

• Running a Mailing Labels Report and Performing a Mail Merge in RealNex KRM and Microsoft Word
• Customizing Database Views and Exports
• How to use Filters to Search for Records in KRM
• Quick Filters
• List View
• Managing & Restoring KRM Backups
• Exporting Lists from RealNex