How to Create a List

In REALM, lists are a great way to keep organized and to maintain visibility of properties your client is interested in as well as what you’ve shared with them.   

 To create a list on a mobile:    

1. Select the Contacts button from the menu at the bottom of the window.  
2. Select yourself or a client then choose the Lists Icon within the Contact Card. 
3. Select the Action button . 
4. Select + Create List from the drop down.  
5. Enter a name for the list and select Add. 
6. You are now set up to search for properties to add to this list.               
7. Simply click on the list name to open the list and use the Search button to find properties.     

To Learn more about working with lists, please view the video below:

 To create a list on a computer: 

1. Select Contacts from the menu a the top of the page.  
2. Select yourself or a client. Then click the Lists tab within the Contact Card. 
3. Select the Action button  and then select + Create List from the drop down.   
4. Enter a name for the list and select Add.  
5. You are now set up to search for properties to add to this list. Simply click on the list name to open the list and use the Search button to find properties.     

If you have any questions, please contact us at [e-mail].