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Best Practices and Tips

Best Practices and Tips
 
With Realeflow like any other system there are always little tips to help you as a user get the most out
our system. Below you will find some tips to help ensure you are using Realeflow to its fullest potential.
 
Web Browsers: The most compatible web browsers for Realeflow are: (in order)
1. Google Chrome
2. Mozilla Firefox
 
*With any web browser make sure to keep it updated with any new version that comes out.

*If using Safari or Internet Explorer you may run into compability issues, we strongly suggest using Google Chrome or Mozilla Firefox for the best user experience
*If you currently use a browser version that is not listed above we suggest upgrading your existing browser or switching to a new browser.


*When accessing Realeflow, do not log into multiple tabs in your Web Browser with the same login
credentials on the same computer. This could cause saving and navigation issues.
 
*When using the any of the search fields in Realeflow, start with a ‘broad’ search. For example when searching a property
start with the street number, then you can refine the search. The street address could be 123 Realeflow
Lane but you may search 123 Realeflow Ln. and this could skew the results. Start with 123 Realeflow
and see what results appear. You can then narrow the search after the results appear.
 
*Whenever you are entering information into Realeflow whether it is a property, note, task, website
make sure to hit ‘Save’ after entering the information before navigating to another area of the system
 
*Importing Contacts and Properties: start with a basic list to get the feel for how Realeflow will import
your information and to see what fields we have available that you can import information into.
 
*Leadpipes: there is a download limit of 1000 leads per download
 
*Direct Mail: When entering your information into the Phone Number field, there is a character limit of 21.
Characters include spaces, dashes, letters, and parenthesis.
 
*Property File: when creating a property file, when typing in the address make sure to start with just
the house number and the name of the street. If the address is not exact to the Public records it will not pull
that information automatically. For example: 123 Realeflow Lane, in the Public records it might show
123 Realeflow Ln. and it would not pull the info. because it is not exact so start with the house number
and street name and look in the drop down menu of properties to see if your property is listed.
 
*Power Linked Users cannot create new property and contact files.  They can only be 'linked' to existing files.
 

Choose files or drag and drop files
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  1. Josh Tobias

  2. Posted
  3. Updated