Would you like to modify the settings for sending copies of leads on a portal? If you notice that copies of leads from certain portals are not being sent to you, it’s possible that the copies are being sent to … Read More
How to add a banner to your emails?
Would you like to add a banner to your emails? Step 1: Click on “My Agency” -> “Profile” and then click on “Edit”. Step 2: Click on the “Images” tab. Under the “Email Banner” section, add the image and then … 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
How to add, remove or make changes to the watermark ?
Do you want to add, remove, or make changes to the watermark on your photos ? Step 1: Click on “My Agency” -> “Profile” -> “Edit” -> Click on the “Images” tab. Step 2: Under the “Watermark” section, you can … 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