We care about the work you, our administrators, do with Realcore and appreciate all the suggestions you've sent us. Over the last few weeks, we have received valuable feedback that has prompted us to create new guides and tutorials specifically for you!
How to Write-Off Transactions
There can be times where a scenario occurs to result in an invoice never getting paid. When this happens, management may decide to completely write-off, or “zero-out”, a transaction in Realcore. Thanks to feedback from a Realcore client, we have created a step-by-step guide on how to perform this so that your accounting records stay accurate. You can download the guide here.
The Prospecting Guide
As you may have read in our email at the beginning of the month, we have done some major updates to our Prospects page. New features and filters give agents the power of prospecting and follow-through all within Realcore. Check out the new Prospect guide here and be sure to share with your agents!