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 on our product. The REALToDo FAQ is also a great place to get answers to commonly asked questons. Outside the help section, we regularly release video tutorials and walkthroughs. Below is a sampling of our video guides.

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.

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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.

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Simple Real Estate Transaction Management

Walkthrough of transaction management in REALToDo. Instructs users on how to create transactions and how to add notes and reminders to transactions. Finally, users are shown how to share transactions with their real estate team, transaction coordinator, office administrator, and any other REALToDo user.

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REALToDo for iOS

Guide users through installation of the REALToDo app on iOS devices. Read more in the REALToDo FAQ.

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