Welcome to your new real estate CRM! Get to know your way around:
Interface
RealOffice360's interface is divided into 3 sections:
1. Top bar: minimize the side bar, global search bar, manage your subscription, get help, access your account settings.
2. Side bar: navigate to the dashboard, contacts, pipeline, deals, schedule, account settings, and sign out.
3. Main pane: displays the page you have selected from the side bar.
Dashboard
Get an overview of your book of business:
1. Contacts: view your activity numbers. Select "groups" to see your activities by group.
2. Pipeline: at-a-glance overview of your sales board right now by deal stage. Select "by deal type" to see a pipeline breakdown by type of transaction.
3. Transactions: see how you're tracking against your goals. Click "edit" to set your goals, and "Go to Transactions" to navigate to the Transactions page. Select "by Deal type" to get a breakdown of your completed transactions by type.
4. Schedule: your to-do list for today. Select "Next 7 days" to see your week, and "Go to Schedule" to go to the scheduling page.
Contacts
Manage your clients:
1. Filter: select the drop down button to filter by groups or contact type.
2. Actions & Add Contact: add a note, customize groups, import contacts, export contacts, setup lead capture, print mailing labels, and manually add a contact.
3. Multi-select & Act: use the checkboxes to select contacts. Star/unstar, group, email, or delete selected contacts.
4. Contacts View: at-a-glance contact name, email address, phone number, groups, task due, follow-up, birthday, and anniversary. Select a contact to view their full profile.
Pipeline
Manage your sales funnel:
1. Filter: by deal type.
2. Actions & Add Deal: Edit deal types, rename pipeline stages, setup lead capture, and add a deal.
3. View your funnel: view the number of cards in each stage as well as sales and GCI (?). Drag and drop cards into the next stage as your sale progresses.
4. Add tasks: click on the bottom of a card to add a task, view suggested tasks, and see what's upcoming for that deal.
5. View details: click on your deal to open contact profile, edit deal, view deal tasks, close deal, archive deal, or delete.
RealOffice360 tip: unlimited cards are available on the premium plan
Transactions
View your past deals:
1. Filter: by year and deal type.
2. Actions & Log Transactions: edit deal types, export all of your deals, log a transaction.
3. Multi-select & Act: select a deal to delete or reopen it.
4. Transactions View: at-a-glance status, date, client name and contact information, property address, deal type, price, and commission. Select a deal to view full deal details.
Schedule
Stay on top of your to-do list:
1. Filter: by type of reminder, task, or holiday.
2. Sync or Add a Task: set-up a 2-way sync with Google Calendar or manually add a task.
3. Change your view: view your calendar by the day, week (scroll horizontally for more days), or month.
4. Select & Act: Click on a task to edit.