This tutorial will show you how to follow up with your clients. For step-by-step instructions, read below: Sending Mass Email to Leads Note: We will need to use email templates and Organize the Leads into a list in order to send a mass email. You can check out the link […]
How to Assign a Record to a Group or User
This tutorial will show you how to assign a record to a group or user. For step-by-step instructions, read below: A record can either be a lead, contact, or deal which you can assign each one to a specific user or group. Update/Assign record to a group or user. 1. […]
How to Use the Mass Update Feature
This tutorial will show you how to use the mass update feature. This is really useful because it can save you the time and hassle of going through each of the leads and doing it manually. For step-by-step instructions, read below: 1. Open your Leads list located at the left […]
How to sign in to RealEstateCRM using Google
This tutorial will show you how to sign in to RealEstateCRM using your Google account. For step-by-step instructions, read below: Accessing the login page. 1. Go to the URL: app.realestatecrm.io/login 2. Left click on the “Sign in with Google” button. 3. Type in your Google account to proceed with the […]
How to Invite or Create Users
This tutorial will show you how to add and invite a user on realestatecrm.io. For step-by-step instructions, read below: Inviting a User 1. If you’re a company manager, you can access users by clicking on “Users” from the left sidebar of the dashboard. 2. You can also access the users […]
How To Segment Contacts And Create List Of Contacts
This tutorial will show you how to organize contacts to be able to follow up and send a specific selection and communication to your contact. For step-by-step instructions, read below: Column View 1. Go to “Contacts” from the sidebar of your dashboard, and from there you can change the view. […]
How To Create Email Templates with RealEstateCRM.io
This tutorial will show you how to create email templates with RealEstateCRM.io. Creating Email templates is a really useful feature that allows you to save time and create email marketing templates. They also allow you to save emails so you usually send to a new lead or during the different […]
First Time User: Quick Configuration Guide
If you’re a first time user of RealEstateCRM.io, follow this guide for a comprehensive overview and demo. For step-by-step instructions, read below: Setting up your account 1. Once you’ve received an invitation link to access your realestatecrm.io, you can click the link and you’ll be directed to the page where […]
How to Manage Your Listings in RealEstateCRM.io
Listings management is one of the key features of realestatecrm.io. It allows you to manage all your listings and properties in one place. Watch the video below for the tutorial: Listings Management Creating your listing 1. When you log into your account, you’ll see the “Listings” dashboard which will show […]
How to Manage Opportunities using List and Pipeline View?
One great feature of RealEstateCRM.io is the ability to manage your real estate opportunities. Learn how to manage your opportunities using a list and pipeline view by following this tutorial! A. OPPORTUNITIES – LIST VIEW 1. After logging in to app.realestatecrm.io, click the “Sales” section on the left sidebar of […]