Do you have a scheduled report that you would like to deactivate? Step 1: Click on the “Reporting” tab -> “All Reports” -> “Owner” Step 2: Search for the property for which you want to deactivate the report. Click on … Read More
How to plan reports for owners?
Do you have a property that you would like to automate sending reports to an owner? Step 1: Click on the “Reporting” tab -> “All Reports” -> “Owner” Step 2: Find the property for which you want to automate the … Read More
DNS Configuration for Emails
How to configure DNS for sending emails from Realforce? To improve the email delivery rate from Realforce, it is necessary to update the DNS zone of your domain names used for sending emails. Email hosting providers have default filtering rules … Read More
How to display the email address of the broker/agency on the portals?
Would you like to display the email address of the broker or agency on the portals? Step 1: Click on “My Agency” -> “Internet Portals” Step 2: Select the portal you would like to update and click on “Edit” Step … Read More
How often are my listings sent to the portals?
Starting from October 2021, all your listings will be sent to the portals within an hour after they are published or modified. Realforce is picking up speed and allowing you to be published on portals much faster and more frequently. … Read More
How to display brokers’ mobile numbers on the portals?
Would you like to display the mobile phone number of your brokers on the portals? Step 1: Click on “My Agency” -> “Internet Portals” Step 2: Click on the portal you want to modify -> click on “Edit”. Step 3: … Read More
Are you encountering an error message that is preventing you from accessing the tasks tab ?
Are you trying to access the Tasks tab but are encountering an error message? The reason why you are experiencing the error below and cannot access the Tasks tab is because your Google calendar has not yet been synchronized with … Read More
How to change the settings for sending copies of leads on a portal?
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