Start a conversation

Contacts

The contacts section is used to identify contact type, find vital information quickly, and link contacts to the property/properties they are associated with.

  • Auto Responder- Adding Contacts to an AR- VIDEO

    To watch this video click here [http://realeflowtraining.s3.amazonaws.com/AutoResponderAddingContact.mp4] In this video we will cover: -how to add contacts to an Auto Responder from the list view of...

  • Email Messaging- Sending an email within Realeflow-VIDEO

    To watch this video click here [http://realeflowtraining.s3.amazonaws.com/EmailMessagingSendinganEmail.mp4] This video covers: -how to send an email from the email history -how to send an email fro...

  • Tasks- Creating a Task

    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 Conta...

  • Documents- Editing, Emailing, Faxing

    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...

  • Documents Overview/Upload Documents

    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 Realef...

  • VIDEO - Contacts:Linking a Property

    CLICK HERE TO WATCH THIS VIDEO [http://realeflowtraining.s3.amazonaws.com/aug2014vids/Contact-linking-to-a-property2.mp4] ...

  • VIDEO - Contacts: Ratings, Tagging and Labeling Contact

    CLICK HERE TO WATCH THIS VIDEO [http://realeflowtraining.s3.amazonaws.com/aug2014vids/Contacts-tagging-and-color-labels2.mp4] ...

  • VIDEO - Contacts: Overview -Managing your Contact

    CLICK HERE TO WATCH THIS VIDEO [http://realeflowtraining.s3.amazonaws.com/aug2014vids/Contact-overview2.mp4] ...

  • Auto Responder - Adding Contacts to an AR

    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 th...

  • Contacts- Creating a Task in a Contact File

    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. [img s...