Our development team has been busy creating the new Outlook plug-in, which not only ties directly into Outlook, but is also tied directly to your user role within the platform.
With the plug-in installed, you won't need to have a window open for Outlook, and a separate window open for Realcore. You will be in both at the same time, in the same window, working effortlessly with prospects, clients, and more. Here's a list of just a few of the features of the new plug-in:
- Add new prospects and clients
- Create notes for prospects and clients
- Drag and drop files directly from the email into transactions
- Get transactional detail without needing to open a browser
- Create follow-up dates to appear on your calendar
The Outlook plug-in is easy to install, and user-friendly! You can get the installation instructions here.
Already installed and ready to go? Check out this link with quick how-tos on using the different features.
If you have any questions, please contact us at Support@realcoreapps.com.