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Did Ya Know, you can now update multiple Projects with one History with RealNex CRM?!

Posted by RealNex on Nov 16, 2019 8:00:00 AM

Did Ya Know, you can now update multiple Projects with one History with RealNex CRM?!

Often times, agents receive sign calls or inquiries on a specific listing but have occasion to present other listings or availabilities to that same prospect. While updating your client on the primary inquiry was easy by adding a history, adding several more was a tedious process.

Now with RealNex CRM you can simply link the history to all the related Projects and each will be personally updated. It will seem like you multiplied your productivity by a factor of 5! What’s more with our new “Type Ahead” feature linking multiple tables is easier than ever. Just start typing and we narrow the matches, select the one you want and move on to the next.

Wow! That was easy. Your clients will be blown away to see all the work you are doing for them and it was easier than ever to report.

Check out the quick video to see Multi-Project Updates and Type Ahead in action.

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.

 

Topics: Did Ya Know