6/9/2023 0 Comments Real office 360![]() Mailchimp integration can be set up via the settings.įollow-ups: these are now recurring reminders on your schedule.Your mailing labels are now available from your contacts tab, under the actions button.These can be found in the add task field, as well as in the custom task workflow. You can customize the pre-built checklists for leads, buyers, sellers and closings. But they are now called task workflows and are much more powerful. Task Checklists: they're still associated with the deals on your pipeline. Bonus, you can also attach files to a deal or a property! ![]() Open a note, and your file will be there as an attachment. You can also add or find files in a contact profile under notes. You can search all notes and files in the top search bar. Income calculator: check out the new dashboard! Your goals are in the third column.įiles: are now attached to notes. Past deals are found in the transactions tab. Goals: set yearly goals and check progress on the dashboard. This is where you can track potential deals in your sales funnel from leads through to closings. ![]() Opportunity Tracker: this is now called pipeline, as in sales pipeline or deal pipeline. In addition to many new features, here are some changes in terminology. If you can't find the link, please contact us to request it. You can find a link to register for the next webinar at the top of our website homepage at. Join us for a live webinar every Wednesday to walk you through how to get started using RealOffice360 CRM. Watch an 8-minute demo of the newest version of RealOffice360 CRM:įollow these tutorials to help you get started quickly or search our help center: ![]()
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