Personal RealtyPass Email Address
Where do I locate my personal RealtyPass email address? You can find your personal RealtyPass email address by completing the following steps: Click the drop down in the upper left corner of the window. Click on Mailbox under Productivity. Find and copy your email in the upper left hand corner.Few readersEmail Card Actions
What actions can I take from an email card? Any user can complete the following actions: Reply Delete Create Transaction Create Contact Create Lead Create EventFew readersEmail Card to Task
Converting an Email Card to a Task Card Users can create a task right from their Mailbox! RealtyPass offers two ways to do so. Method 1 Simply drag the email to the New Task column. Our drag and drop interface makes it simple! Method 2 Click the email to open it. Click the plug icon (+) in the upper right corner. Click Create a TaskFew readersCompose Emails
How do I compose a new email? Creating a new email is as easy as 1-2-3! Click the drop down in the upper left hand corner. Click Mailbox under Productivity. Click the plus (+) icon on the right hand side after opening Mailbox. From there, compose your email and send it to your desired recipient.Few readersEmail Signatures
How can I customize my email signature? To create an cutomized email signature in RealtyPass, complete the following: Click the drop down in the upper left hand corner. Click Mailbox under Productivity. Click the gear icon on the right hand side after opening Mailbox. Add your title, name, company, contact infromation, and social media information. Select the font, font size, and colors of your signature. Preview the different signatures by clicking the left or right arrFew readers
