Knowledge Base

• How to Configure Your Account on RealEstateCRM.io
• Dashboard Overview
• First Time User: Quick Configuration Guide
• How to sign in to RealEstateCRM using Google
• How to organize your data (basic)?

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• How To Create Email Templates with RealEstateCRM.io
• How To Segment Contacts And Create List Of Contacts

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• Opportunity 1 Article
  • Opportunity-Listings matching a powerful way to follow up and prepare selection

• How to Manage your Leads with RealEstateCRM.io
• How to Manage your Contacts with RealEstateCRM.io
• How to Manage Opportunities using List and Pipeline View?
• How to use Webform?

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• How to Manage Your Listings in RealEstateCRM.io
• How to Use the Mass Update Feature
• How to Follow Up With Your Clients
• Import property listings from Excel/CSV?
• Listings syndication and property smart feeds

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• How to Invite or Create Users
• How to Assign a Record to a Group or User
• Overview of the Users Access, Roles and Permissions

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• How to Receive Notifications via Telegram?
• How to create Google Account and configure for RealestateCRM.io? [advanced/premium]
• How to add Google account to RealEstateCRM.io? [advanced/premium]
• WordPress: How to create lead and contact from Contact Form 7 directly into RealEstateCRM.io?
• WordPress: How to import and synchronise your listings on a wordpress website?

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• How to contact Us?

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• How to Configure your Outgoing Email Settings on RealEstateCRM.io?
• How To Create Email Templates with RealEstateCRM.io
• How to configure Company SMTP Email server – Outgoing emails?

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