Realforce Data (CRM/CDP)

Handle Leads and contacts

• How to delete a contact card
• How to create a private note on “a customer”
• How to delete a lead or task?
• How to merge two contacts that are duplicates
• How to move Leads and Tasks from an agent that has quit?

Calling lists and lists of potential buyers

• How to create a calling list for myself with another brokers contacts?
• Upload a calling list in the CRM system

Other

• How to connect my calendar in Realforce CRM
• How to set sales targets for myself
• What is KPI?