REALToDo CRM Guides and Tutorials

Help Section

The built-in help section of REALToDo is usually the best place to get up-to-date information. The REALToDo FAQ is also a great place to get answers to commonly asked questions. Outside the help section, we regularly release video tutorials and walkthroughs.

REALToDo Video Tutorials

Getting Started

Walkthrough of REALToDo basics. This video shows users how to sign up and import contacts, while also briefly touching on transaction management.

Watch Video

Grading, Families, and More

Teaches users how to use tags and categories to organize their contact database. This includes grouping contacts into categories by grade and tagging contacts by family.

Watch Video