Collaboration In RBO

RBO Teams Module Explained

How To Add A Contact

How To Give Full Access To Collaborators To Edit The Contact

How To Add Collaborators To A Contact

How To Add Contact Details

How To Add Documents To A Contact

Contacts – Transaction And Opportunities Overview

How To Add Action Plans To A Contact

How To Add A Task In Contact

How To Add A Comment To Contact Task & View Task Logs

Co-Agent/Team Member Can View All Tasks Related To The Contact

How To Add Contact Notes

How To Merge A Contact

How To Delete A Contact

Contacts – Filters

How to add People Tags

With 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...

Companies – Overview