Accounting in Realcore: Tips, Tricks & Tutorials

Accounting in Realcore - tips, tricks and tutorials

As a Realcore Administrator, you likely spend a lot of time on the Accounting page. Do you know we have several accounting tutorials on our Support site? We encourage you to spend some time on the following sections:

Don't forget, we have a how-to guide on writing off a transaction and a quick video that walks through the entire Accounting page.

Angelo Sneak Peak

Here are a few more sneak peaks at our Angelo updates!

Agents' new Pipeline Dashboard has all the familiar modules and pipeline review. But agents will be able to add additional modules to their dashboard & rearrange the layout! (More on this in a future email). The overall updated look is sleek & slick.

The new Pipeline Dashboard in Angelo

The Transaction Summary box is now more visual for agents & admins alike. With color-coded call outs for deal representation, chance of closing, & even photos of the contacts on the deal!

The more visual Transaction Summary box

Need assistance?

Our support team is here to help. Send us a note and we'll get you an answer.

Reach Out to Support