Start a conversation

Call 1 - Business Management

This call covers the different aspects of Realeflow that can help you manage your business. Learn all the vital tools for staying organized within your team in our powerful CRM. This call will also cover your Account/Admin section such as updating billing info, setting up email notifications, and adding users to your account.

The Business Management call will cover:

1. Admin/Account Section

- Updating your Profile and Company Info

- Creating an Email Signature

- Add/edit/delete Full Access Users

- Backup Data

- Setting up Email Notifications

- Billing- add/edit/delete billing 

2. How to Create Property & Contact Files

- creating properties using the Auto-Fill Property details through the automated public records search

-creating contacts

- Importing your list

3. Property & Contact Management

- linking contacts & properties 

- Group your files

- Favorites

- Creating Tags

- File Manager

- Activity Feed- follow files for automatic updates

4. Staying Organized

- Document Storage

- Scrum board- virtual white board

- Task Manager

5. Paperless Office

- Auto-Filling Paperwork

- Generate Offer Package.

6. Power Linked User (limited access user)

- How to setup

- How to link them to a Property file

Choose files or drag and drop files
Was this article helpful?
  1. Jimmy Shanahan (Migrated deleted Agent)

  2. Posted
  3. Updated