To learn how to set up a Prospect Search in the Mobile App, please view the video or click HERE
To learn how to save a Prospect Search for more than one client in the Mobile App, please view the video or click HERE
To learn how to set up a Prospect Search on your Desktop, please view the video or click HERE
To learn how to save a Prospect Search for more than one client using your Desktop, please view the video below or click HERE
Please note, this content was created in September, 2023. As a result, some features may have been enhanced after the videos were created.
If you still require assistance with REALM features, please review our written articles which include up to date screenshots and instructions.