Start a conversation Sign in
Start a conversation
  1. RE Software Support

Manage

This section introduces the essential tools to help you run your business efficiently. From Property and Contact Management to powerful organization features

  1. Properties

    1. Video - Searching for Properties
    2. Properties Overview/ Add new
    3. Importing - Properties
      4. See all 8 articles »

  2. Contacts

    1. Contacts - Overview/ Add new
    2. Contacts - Linking to a Property
    3. Importing Contacts
      4. See all 7 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. Email

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

  7. 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 »

  8. SmoothFax

    1. Smoothfax- How to Setup a fax number
    2. Smoothfax- Sending a Fax
    3. Smoothfax- Saving a Inbound Fax
      4. See all 4 articles »