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  1. RE Software Support

Manage

This section will cover the tools to help manage your business. From Property & Contact Management to staying organized.

  1. Properties

    1. Video - Searching for Properties
    2. Properties Overview/ Add new
    3. Importing - Properties
      4. See all 7 articles »

  2. Contacts

    1. Contacts - Overview/ Add new
    2. Contacts - Linking to a Property
    3. Importing Contacts
      4. See all 6 articles »

  3. Activity Feed

    1. Activity Feed - What is it and things to know
    2. Activity Feed - How to Use
    3. Follower for the Activity Feed

  4. Scrum Board

    1. Scrum Board - what is it
    2. Using the Scrum Board

  5. Task Manager/Calendar

    1. Tasks- Creating a Task
    2. Tasks- Manage Tasks
    3. Calendar - Linking Calendar to Google or Outlook
      4. See all 4 articles »

  6. Manage your Team

    1. Full Access Users: How to Add/Edit/Delete
    2. Power Linked Users - Defined
    3. Power Linked User - How to Add/Delete/Edit
      4. See all 4 articles »

  7. Tasks

    1. Tasks- Creating a Task

  8. Email

    1. Verifying your Email Address
    2. Email - How to Send
    3. Email Dashboard (stats & view)

  9. Documents/Paperwork

    1. Merging Documents - Overview/Create a Mergable Document
    2. Merging Documents - How to Merge your Documents
    3. Documents- Editing, Emailing, Faxing
      4. See all 5 articles »

  10. SmoothFax

    1. Viewing your Fax History
    2. Smoothfax- Saving a Inbound Fax
    3. Smoothfax- Sending a Fax
      4. See all 4 articles »