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Knowledgebase : Contacts

Auto Responders are automated email marketing campaigns to stay connected with your contacts. You can setup these automated emails for every type of lead you enter into your account whether using our prewritten Auto Responders or creating your own. In...
ADDING CONTACTS TO AN AUTO RESPONDER To watch a video tutorial click here [1] There are 2 ways to add a contact to an Auto Responder within Realeflow. Here are the steps for both ways. ADDING A CONTACT FROM THE LIST VIEW **Adding from the list...
To watch this video click here [1] In this video we will cover: -how to add contacts to an Auto Responder from the list view of your contacts -how to add a contact to an Auto Responder when in a specific Contact file -how to view if a Conta...
Click here to watch this video [http://realeflowtraining.s3.amazonaws.com/BulkEditContact.mp4] This video will cover: - How to Bulk Edit your contacts Fields that can updated using the Bulk Edit: - Source - Color - Type - Tags - Status -...
This call covers the different aspects of Realeflow that can help you manage your business To watch this video CLICK HERE [https://realeflow.wistia.com/medias/cggjaxmmor] The Business Management call will cover: 1. HOW TO CREATE PROPERTY & CONTACT F...
CONTACTS The Contacts section is used to: - Identify contact type - Find vital information quickly - Link contacts to the property/properties they are associated with. Your account contains 3 types of contacts: - Sellers - Buyers - General Contacts SEL...
CONTACTS- CREATING A TASK IN A CONTACT FILE Once you are in the Contact file: 1. Click on Task under 'Create New' or 'Tasks' under the Manage section on the left hand side of your screen. If you click on Task from the Create new section it will...
CONTACTS - LINKING TO A PROPERTY Contacts may be linked to one property or multiple properties and a quick look at a contact will reveal the property or properties to which they are linked. There is no limit to how many properties a contact can be li...
DOCUMENTS OVERVIEW/UPLOAD DOCUMENTS Within Realeflow you can upload documents in specific contact and property files as well as a general documents section. Once a document is uploaded into Realeflow, you can edit the name of the document, email, fa...
DOCUMENTS- EDITING, EMAILING, FAXING Once your document has been uploaded into Realeflow you have the ability edit the name of the document, delete the document, email, and fax the document. To Edit the name of a Document: 1. Click on the edit icon t...
CONTACTS- SENDING AN EMAIL TO A CONTACT To watch the video click here [1] Within Realeflow, you are able to send outgoing emails to 1 contact or multiple contacts. Here are step by step instructions. 1. Go to Contacts, and select one of the op...
To watch this video click here [1] This video covers: -how to send an email from the email history -how to send an email from the list view of your contacts -how to send an email from within a specific contact file -how to view your emai...
FAVORITES Looking for a way to create a list of contacts or properties to easily jump into no matter where you are in the system. Favorites is the solution to accomplish this. When in a Contact or Property file click on located in the header section...
HOW TO ADD/REMOVE A CONTACT FILE TO FAVORITES ADDING A CONTACT TO YOUR FAVORITES 1. When in a Contact file, in the top header click on the 'Heart' icon to add this Contact to your Favorites list. 2. Once the contact is added the 'Heart' will turn r...
PROPERTIES- LINKING TO A CONTACT Within any Property file you're able to link that property to any contact/contacts. This helps keep you organized so no matter what property you are in you will be able to see what contacts are linked to the property. ...
HOW TO ADD A CONTACT TO THE SCRUM BOARD 1. Go to Contacts in the top Navigation bar 2. In the drop down menu you can select View All, Sellers, Buyers, Others 3. Check the boxes to the left of the contact/contacts you would like to add 4. Next c...
TAGGING & COLOR LABELING Within Realeflow you are now able to Tag and Color your contact and property files to help you stay organized. Whether you tag a file as a hot lead or color a file to have employees work on just those colors you now have these op...
TAGGING & COLOR LABELING Within Realeflow you are now able to Tag and Color your contact and property files to help you stay organized. Whether you tag a file as a hot lead or color a file to have employees work on just those colors you now have these...
HOW TO TAG AND COLOR LABEL YOUR CONTACTS AND PROPERTIES Once you have entered into a Contact or Property file on the right hand side of your screen you will see: CREATE TAGS: Click into the 'Tag' field and start to type your tag then hit 'Enter'. Yo...
HOW TO TAG AND COLOR LABEL YOUR CONTACTS AND PROPERTIES Once you have entered into a Contact or Property file on the right hand side of your screen you will see: CREATE TAGS: Click into the 'Tag' field and start to type your tag then hit 'Enter'. Yo...
TASKS- CREATING A TASK There are various areas to create tasks within your Realeflow account for yourself and other users on the account. There are 3 areas you can access Tasks. 1. Within a Contact File 2. Within a Property File 3. In the Manage drop...
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Contact-overview2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Contacts-tagging-and-color-labels2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Contact-linking-to-a-property2.mp4
To watch this video click here [http://realeflowtraining.s3.amazonaws.com/ContactToDirectMail.mp4] In this video we will show you how to create a Direct mail Campaign from your existing contacts in your account