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Getting Started

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Welcome to Relotis!
Managing contacts judiciously in Relotis CRM
Dashboard
Contacts in Relotis CRM
Adding Team Members

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5

Managing contacts judiciously in Relotis CRM
First time logging in
Dashboard Items
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Contacts in Relotis CRM

Leads

7

To Edit a Lead
Stages of a Lead
Managing contacts judiciously in Relotis CRM
Contacts in Relotis CRM
Adding an Opportunity to a Lead
Add a Lead to an Opportunity (or vice versa)
Add a Lead

Opportunities

10

What is an Opportunity?
Stages of an Opportunity
Managing contacts judiciously in Relotis CRM
Dashboard
Contacts in Relotis CRM
Attaching a document to an Opportunity (deal)
Adding an Opportunity to a Lead
Adding a new Opportunity
Adding a contact to an opportunity
Adding a Comment to an Opportunity

Tasks

9

What is a Task?
Managing contacts judiciously in Relotis CRM
Hiding and Unhiding Completed Tasks
Edit a Task
Dashboard
Contacts in Relotis CRM
Changing a Task Stage
Change a Task owner
Adding a Task

Coming Soon

5

Team Chat
Improved UI
Email and Calendar Syncronization
Business Networking Marketplace
Articles, Guides, Newsletters

Coming Soon

What's coming soon, and other considerations

Team Chat
Improved UI
Email and Calendar Syncronization
Business Networking Marketplace
Articles, Guides, Newsletters

Relotis CRM

Partner with us, or learn more about how you can integrate with Relotis CRM for Real Estate Professionals.

Email: support@relotis.com

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