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 modify the Matching settings ?
You’d want to modify the Matching settings in your agency ? Click on “My Agency” -> “Preference”. In the “Business Logic” section, choose the focus of brokers’ activity. Property : Your brokers’ activity is focused on properties they manage. Contact … Read More
How to force publication to a portal ?
This highly anticipated feature will allow you to expedite the uploading process by forcing the publication of your properties on the portal. In the “My Agency” menu, click on “Internet Portals”, select the portal you’d want to force the publication … Read More
How to connect your email account?
Would you want to connect your mailbox to the CRM? 1. Enter the email address you want to connect to Realforce. 2. Enter the password for your email account. 3. Enter the IMAP address for your email account. 4. Enter … Read More
How to modify your password ?
Would you like to change your CRM password? Step 1: Click on your initials / photo at the top right corner. Step 2: Click on the tab “My Account”. Then change your password under the “Credentials” section and click on … Read More