The contacts section is used to identify contact type, find vital information quickly, and link contacts to the property/properties they are associated with.
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...
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’ fi...
Tagging & Color Labeling Within Realeflow you are now able to Tag and Color your contact and property files to help you stayorganized. Whether you tag a file as a hot lead or color a file to have empl...
Tagging & Color Labeling Within Realeflow you are now able to Tag and Color your contact and property files to help you stayorganized. Whether you tag a file as a hot lead or color a file to have empl...
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. ...
How to Add a Contact to the Scrum Board 1. Go to Contacts in the side Navigation bar 2. Check the boxes to the left of the contact/contacts you would like to add 3. Next click on ‘Add to Scrum’ and ...
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...
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 a...
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 - 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 i...