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Explore the RealOffice360® CRM Help Center for expert product support and step-by-step tutorials.
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Featured articles
2 articles
Welcome to RealOffice360 CRM
Connect Your Email
Getting Started
6 articles
Welcome to RealOffice360 CRM
Navigating RealOffice360
Goals Dashboard
Google Contacts Sync
Google Calendar Sync
Add a Contact
Contacts
9 articles
Contacts Overview
Import Contacts from Google
Export Contacts
Import Contacts from CSV
Manage Contact Groups
Mailing Address Labels
Merge Duplicate Contacts
Sync Google Contacts with your iPhone or iPad
View all articles in “Contacts”
Pipeline
11 articles
Pipeline overview
Customize Task Workflow for Deals
Schedule task workflow
Customize Pipeline Stage Names
Customize Deal Type
Export Pipeline Deals
Move deal to transactions
Edit Deal
View all articles in “Pipeline”
Transactions
5 articles
Transactions overview
Log a past deal
Categorize Lost Deal
Edit deal types
Export Transactions
Teams
7 articles
Add Users to Your Team
Assign a Deal
Assign a Task
Teams Overview
Rename Your Team
Team Pipeline
Team Schedule
Contact Profile
7 articles
Contact Profile Overview
Add a Phone Number
Add an Email Address
Adding Family Members
Add a Recurring Reminder
Add a Property
Delete Contact
Schedule
3 articles
Schedule Overview
Apple Calendar Sync
Filtering tasks and reminders
Lead Capture
15 articles
Lead Capture Overview
WordPress Lead Capture
Zillow Lead Capture
iHomeFinder Lead Capture
Realtor.ca Lead Capture
myRealPage Lead Capture
Smartzip (Smart Targeting) Lead Capture
RealtyNinja Lead Capture
View all articles in “Lead Capture”
Account Management
4 articles
Change login email address
Why is my credit card not going through?
Switch team owner
Cancel Subscription
Email
8 articles
Mailchimp Email Marketing
Connect your Gmail account
Google Workspace Troubleshooting for Gmail
Connect Your Email
Connect your Microsoft 365 Outlook Email
Microsoft 365 Outlook Troubleshooting
Send Bulk Email
Manage Email Signature