In this video I break down the simple steps to add a new contact to your database in REALM™ (ProptX) and how to set up a search for them to receive new and updated listings.
See the timestamps below and save this video link for reference:
00:00 - Intro
00:28 - How to Create a New Contact
02:54 - Two Options to Save a Contact (app access or just email)
04:17 - Send Listings to a Group of People (no app access)
05:50 - Email Invitation to Contact (edit or use default)
07:20 - How to Set Up the Search (using the filters)
14:51 - What Does Each Status Mean? (DFT/EXT/NEW/PC/SC/SCE)
17:24 - How to Add More Search Fields
19:18 - Changing Your Screen Layout (map vs list)
20:13 - Saving the Search Criteria for a Contact
21:10 - Setting Up Notifications
23:14 - Adding Another Email Address to Receive Listings
24:52 - How to Send a Full List of Currently Available Properties
27:34 - Do Searches Expire?
28:31 - How to Change Notification Settings for a Contact (or delete)
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👩🏻🚀I am always happy to chat if you have questions about becoming a real estate agent in Ontario or seeking ways to gain balance as a busy agent.
Book a chat with Kady Romagnuolo, Broker of Record at Blue Moon Realty Inc., Brokerage:
[ Ссылка ]
hello@bluemoonrealty.ca
613-305-BLUE or 647-862-1217 (call or text)
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