Would you like to add a photo to your profile ? Step 1: Click on your initials at the top right corner of the CRM. Step 2: Click on the “My Profile” tab. Step 3: Under the “Identity” section -> … Read More
How can my colleague(s) send emails on my behalf ?
Would you like your colleague(s) to send emails on your behalf ? Step 1: Click on your initials / photo at the top right corner of the CRM. Step 2: Click on the “My Account” tab. Step 3: Under the … Read More
How to view total number of leads received by a portal ?
You’d want to view total number of leads received by a portal ? Step 1 : Click on the “Leads” tab Step 2 : Remove the filters “New” and “Assigned” by clicking on the “x” next to them Step 3 … Read More
How to export a list of contacts ?
Would you like to export a list of contacts on Excel ? Step 1: Click on Contacts -> Active Contacts Step 2: Add filters (e.g. type of contact, broker in charge, etc.) for the contacts you’d want to export, if … Read More
New Federal Act on Data Protection (nFADP)
Changes to the Swiss Data Protection Act (nFADP) came into effect on September 1, 2023. Here’s what this means for you and your customers. Data Processing Principles The data processing that has been authorized so far remains permissible under the … Read More
How to delete or anonymise a contact ?
Do you want to permanently delete or anonymise one of your contacts ? In Realforce, it is not possible to permanently delete a contact. However, to comply with the New Federal Act on Data Protection (nFADP), you can anonymise and … Read More
How to create a new user account ?
Are you welcoming a new colleague and need to set up their access to the CRM ? STEP 1 In the “My Agency” menu, click on “Users” and then on the green button at the top right of the page … Read More
How to view your tasks in your calendar ?
You can view your tasks (visits, follow-ups, signatures, offers, etc.) in your personal calendar such as Outlook, Google, or iPhone. Before obtaining a subscription link to the calendar, you must have at least one task for which you have ticked … Read More
How to deactivate a user account ?
A colleague is leaving your agency and you want to deactivate their account to prevent them from accessing the CRM ? It is not possible to delete a user. However, you can always deactivate a user, which will revoke their … Read More
How long would I need to wait to have my matchings ?
The new matching icons indicate whether your contact’s matches are currently being calculated or have already been calculated. They also provide information on the estimated time for the calculation to be completed. Find the icons at the top right corner … Read More