The contacts section is used to identify contact type, find vital information quickly, and link contacts to the property/properties they are associated with.
You can update files when viewing your Property/Contacts list. To do this, you will 1st select the Property/Contacts you would like to update. You will select the leads by either: 1. Clicking on the ...
To watch this video click here 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 co...
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...
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 t...
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 Realeflo...
CLICK HERE TO WATCH THIS VIDEO...
CLICK HERE TO WATCH THIS VIDEO...
Adding Contacts to an Auto Responder 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 l...
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 cl...
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 ‘Add Tag...