We’ve covered the hows and why you should level up with Rex real estate CRM training in last week's blog post. Now, with the help of Kev (head consultant at August), we’ve compiled five hacks. Are you ready for your days to flow a whole lot more smoothly with a real estate office software program that feels like it was built for your agency?
Filter record stream
Want to see specific actions for a listing without scrolling for days? We’ve created specific filter parameters for each kind of record:
- for properties, you can filter by notes, reminders, mail merge event logs, or leads
- for listings, you can filter by notes, reminders, mail merge event logs, leads, or feedback
- for contacts, you can filter by notes, reminders, mail merge event logs, feedback, contact match manual send log, email dropbox, or contact match alerts
All you have to do is click Filter, to the right of the stream. Then, start typing the name of the category you’d like to filter by, or select from the dropdown menu. Click it and you’ll only see entries from that category.
Because we like to give you complete control over the data in your records, you can also add custom relationships between contacts in Rex. Want to add someone as a best friend? Girlfriend? No worries. All you have to do is select Custom Relationship in the dropdown and get typing.
This helps to make sure you never forget important details and gives you easy access to a related record that may contain more context.
Two clicks to add
If someone calls and you want to record a note on their contact record, there’s no need to go hunting. You can add a contact, note, reminder, feedback or email immediately - just click + and choose which contact to attach the note to.
Tracks and templates
This is another hugely underutilised feature that can simplify your day-to-day. Tracks are Rex’s pre-made follow-up guides that remind you when to get in contact with a prospect, depending on their readiness to buy. If you haven’t yet learned about the value of these features, read this blog or this one. We’ll wax lyrical about tracks at any chance we get; we’re pretty proud of them, making your follow-up a 30-second process and all.As soon as you get a lead, add them to the pre-made track that suits them best. Then, you’ll automatically be reminded to text, call, or email them according to the track. It really is that easy! If you want to get tricky, you can even create your own.
Merge duplicate contacts
You're busy juggling multiple enquiries for multiple listings, we get it. You’ve probably added a contact to Rex more than once.
To stop duplicate records floating around and confusing your database, all you have to do is go to the contact record, click More and choose Find possible duplicates. Select what fields you’d like to search by, then click Search. The matching records will pop up. Tick Include in merge for the records you’d like to combine and click Combine Records. Rex will do all the work for you! Be sure to review the merged information and tidy up the record if needed.
That’s just a glimpse of what you could achieve by taking some time to get your head around Rex. There’s so much for even the most experienced Rexpert to learn! Go on. Keep an eye out for Rex’s new learning management system (Rex University), book in a session with August or register for one of our upcoming webinars. Soon, you’ll be having your very own lightbulb moments!