People
Collaboration In RBO
Last Updated: April 13, 2023RBO Teams Module Explained
Last Updated: April 13, 2023Adding a Contact in People
Last Updated: July 13, 2022How To Edit Contact Details
Last Updated: July 15, 2022How To Share A Contact With The Entire Agency
Last Updated: July 23, 2022If you want to save your Agents from typing up contact information multiple times inside of RBO then listen up as this video will unravel for you a trick that you can use to avoid multiple contact information entries on each and every transaction file. To be able to share a contact with the...
How To Delete A Contact In People
Last Updated: July 15, 2022How to Merge Contacts
Last Updated: July 13, 2022Companies Module – Overview
Last Updated: July 13, 2022How To Add People Tags
Last Updated: May 5, 2022With the release of the new updates in RealtyBackOffice, agents are now able to add custom tags and associate the tag to a contact in the People or Leads module. With this new feature, you can now assign customized tags to your contacts in the CRM. Once you assign a tag to a contact or...
Managing People Tags
Last Updated: May 5, 2022How to Upload Documents to a Contact
Last Updated: July 13, 2022How to Add People Action Plans
Last Updated: July 13, 2022How to Add Collaborators to a Contact
Last Updated: July 13, 2022How to Provide Full Access to Collaborators
Last Updated: July 13, 2022How to Add People Notes
Last Updated: July 13, 2022How To Search For Contacts by Birthday
Last Updated: July 15, 2022To search for a contact by their birth date, once you are in the People module from the Menu, click on the filter option located on the top right corner of the page. Scroll down to the Birthday From and Birthday To fields and enter the dates. Once you do that, RealtyBackOffice will narrow...
