Too soon for a pumpkin picture? We don't think so! Autumn is just around the corner, and with it comes the rapid approach of the year's end. But fear not, we've got some friendly advice to help you breeze through the final stretch without any stress!
Keep It Accurate!
Make sure those projected payment dates are up-to-date. This will not only keep you and your team in the loop but will also make December a breeze in moving some deals into the new year. If a deal has hit a dead end, don't forget to update the closing percentage to 0%. Need more info? Visit this link for an easy way to update your payment dates.
Say Goodbye to “Dead Deals”
When you've confirmed that one or more payments for a closed deal won't be coming in, it's time to write it off. This simple step removes these payments from your agent's Outstanding Invoices, keeping your financials as accurate as possible. Check out the detailed instructions for writing off payments.
Manage Your Firm's Users
Are there users in the system who no longer work with your firm? No worries! Start by marking them as “blocked.” If they have no outstanding dues, you can even “Archive” them to tidy up your system's drop-down menus. And remember, your company administrators have the power to add and edit users. Learn more about the user changes here.
Finally, don't forget about our monthly training calls! These are great opportunities for your new team members to get a quick overview of Realcore and ask any questions they might have. Administration training calls are on the 3rd Wednesday of every month, and Agent calls are on the 3rd Thursday of every month. Please check our Monthly Training page for meeting links and specific dates and times.