Knowledgebase: Contacts
Call 4- Business Management
Posted by , Last modified by on 13 May 2015 07:09 PM

This call covers the different aspects of Realeflow that can help you manage your business

To watch this video CLICK HERE

The Business Management call will cover:

1. How to Create Property & Contact Files

- Auto-Fill Property details through the automated public records search

- Linking properties to contacts

- Importing your list

2. Property & Contact Management

- Group your files

- Favorites

- Creating Tags

- File Manager

- Bulk Editing

3. Staying Organized

- Scrum board- virtual white board

- Task Manager

- Calendar

- Activity Feed- follow files for automatic updates

4. Paperless Office

- Document Storage

- Auto-Filling Paperwork

- Generate Offer Package.

5. Setting up your Email notifications

6. Power Linked User (limited access user)

- How to setup

- How to link them to a Property file

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