How to....Contacts?
How to manage your contacts, clients, etc.
- How to resubscribe an unsubscribed email address
- How to Add New Client
- Why are my contacts greyed out when I am importing?
- How do I invite a client to Realm?
- How do I edit a Contact?
- How to Manage a Client’s Status in REALM
- What is the difference between an "Inactive" Client vs a "Disabled" Client
- How to delete a client?
- Can a deleted Contact, CMA, Search or List be recovered?
- How do I View my Contacts in a Table?
- How does the Teams function work?
- How do I create a Team?
- How to Add a Client to a Team
- How do I switch between Clients, Teams and Member Contacts in Table View?
- How do I update more than one Contact at a time?
- Where can I find the Membership or Brokerage roster?
- How can I print a Brokerage or Member roster?
- Maximum number of contacts and saved searches in Realm
- How to see what listings my Client has viewed.
- How to find chat history for a particular Client, Team, or Member
- Can I create a distribution list to send one email to all Contacts?
- How can I add a document and share it with a client in REALM?