Did Ya Know, you can now Right-Click on a CORE CRM List to access common menus for fast one-step action? You are going to love this new update!
The RealNex CRM is now more efficient than ever with the new Right-Click Feature. Want to add a history to a contact, schedule an event or add them to a group? How about make them a lead or add to a project. Just Right-Click on the list record and you are good to go. You can even close out an event with a history and follow-up, make a company a property owner or add spaces to properties to quickly build and access a stacking plan. You can basically link any record to any other and quickly access all of the primary actions you want everyday.
With the new Right-Click everything you need is at your fingertips and just a click away.
Check out our quick video to see how you can use the new CRM Update to even more efficiently access and manage your properties, prospects and deals!
To learn more about the incredible array of new features click here. One of our Client Success Team representatives will contact you. You might also want to attend one of our informative weekly solution demo sessions to learn more and make the most of your RealNex solution. Click the link below to register for the session of your choice.