
Everything You Need is in My Data
The My Data tab in Realcore is the central location for all the information you need when it comes to being "on top" of everything. We have updated our Support tutorials for each of the My Data sections to help you better understand what these critical areas can do for your productivity.
The Prospects page is the centralized location for CRM, and includes the ability to create follow-up dates, add notes, and even push that Prospect to your Pipeline, making them a Client.
Have you ever utilized the Projects page? Create Projects with multiple properties, or use this area to track Listings from beginning to end. There are so many valuable features of the Projects page!
Track expiring Leases and Sales using the My Data section. Don't miss an opportunity to renew a lease, and closely follow sales dates as the deal progresses.
There is also a Clients paege to add, edit, and manage your extensive client list.
Most importantly don't forget to utilize the Calendar page to its full potential. See all your expiring lease dates, follow-up dates, pay dates and more in one central location.
We are happy to provide training on any of these areas!
Don't forget about this month's trainings! No RSVP is ever required - just join! Times, dates, and links can be found here.
As always, we welcome your feedback and questions. If we can ever help with anything, including scheduling trainings, please contact us at Support@realcoreapps.com.