Getting Started: | Introduction - How to access and use the software (4 minutes; Last updated JUL 2011) | ReloSpec Basics - Configuring Users and other settings (8 minutes; Last updated JUL 2011) |
Tips & Tricks (11 minutes; Last updated JUL 2011) | ||
Customize your User settings (9 minutes; Last updated DEC 2015) |
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Setting up the Referral Types (5 minutes; Last updated JUN 2013) | ||
Customize your User settings (9 minutes; Last updated NOV 2011) |
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Customize your Offices table (4 minutes; Last updated JUN 2014) |
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Edit your entry in Brokers Using ReloSpec page (4 minutes; Last updated JUL 2015) |
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Customize your Email Signature (6 minutes; Last updated JAN 2012) |
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Customize 'Administrator' in Users table (3 minutes; Last updated OCT 2012) | ||
Customize HSF Contacts (4 minutes; Last updated 23 FEB 2015) | ||
Upload your Company Logo (2 minutes; Last updated JAN 2015) |
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The Referrals List page | Using the Quick EMAIL buttons (4 minutes; Updated AUG 2013) |
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Find a broker using the 'Lookup from Brokers Using ReloSpec' (3 minutes; Updated JUL 2015) |
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Using the SEND button (7 minutes; Updated JUL 2015) |
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Using the Show Agents link (4 minutes; Updated JUN 2014) |
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Using the Lookup Agent link w/AutoAssign (10 minutes; Updated MAR 2015) | ||
Using the Alternate Agents page (11 minutes; Updated JUN 2014) |
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The ToDo page and AutoPilot | The ToDo page (7 minutes; Lastu updated NOV 2011) | |
AutoPilot: ToDo page (6 minutes; Last Updated NOV 2011) | ||
AutoPilot: Send (4 minutes; Last Updated NOV 2011) | ||
AutoPilot; Responses page (4 minutes; Last Updated NOV 2011) | ||
AutoPilot; Send forms, attachments & custom letters (10 minutes; Last Updated NOV 2011) |
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AutoPilot; View Details button (5 minutes; Last Updated MAY 2012) |
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Action Plans | The Action Plans page (6 minutes; Last updated NOV 2011) | |
Auto Action Plan (3 minutes; Last Updated NOV 2011) | ||
Action Plan Additional Details (9 minutes; Last Updated NOV 2011) |
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AutoAssign / AutoAccept (4 minutes; updated March 2013) |
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The Tickler Page | Tickler Page (8 minutes; Last Updated NOV 2011) |
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Forms | Sending Forms Manually (10 minutes) | |
Create Custom Forms & Letters using Body Of Letter (16 minutes) | ||
Create a 'Favorite Forms' list (10 minutes) |
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Building and Using the Email with Graphics form (5 minutes) |
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Reports | ReloSpec Reports(7 minutes) | |
Introduction to Advanced Reports (12 minutes) | ||
Create your ‘Favorite Reports’ list (4 minutes) |
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Using AutoPilot to send Scheduled Reports (7 1/2 minutes; updated JUN 2013) |
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Mail Merge Contacts from Referrals | Using MS Word Mail Merge w/Contacts from Referrals (8 minutes; Last Updated NOV 2011) |
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Inventory Properties | Tracking Inventory Properties (15 minutes) |
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Score Card | Using the new Score Card form (7 minutes) |
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Referral Submit Form | Using the Referral Submit form (3 minutes; updated MAR 2013) |
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Agent Access | Using the Agent Access option (<4 minutes; updated MAR 2013) | |
Instruction for Agents (3.5 minutes; updated July 2013) | ||
Mobile Access | Using your smart phone to access your database (4 minutes; updated MAR 2013) |
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Corporate Access | Using the Corporate Access option (12 minutes) |
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Guest Database Access | Send A Referral to non-ReloSpec user (5 minutes; Updated DEC 2015) |
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Cartus Forms | Using the Cartus form (14 minutes) |
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The Images Option | Using the Images option (5 minutes; Updated DEC 2014) | |
Uploading Client and Agent Images (7 minutes; Last updated OCT 2014) |
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The Concierge Option | Using the Concierge option (12 minutes) |