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Need to get started quickly with RealConnectPro? You will learn all the basics in just minutes.

Whether you're a new user or an experienced real estate professional, this guide is designed to help you get the most out of RealConnectPro, our all-in-one CRM platform tailored specifically for real estate agents. Here, you'll find comprehensive instructions, tips, and best practices to streamline your workflow, manage client relationships, and ultimately, close more deals. Dive in to explore how RealConnectPro can transform your real estate business by simplifying your day-to-day tasks, enhancing client communication, and optimizing your sales pipeline.

Quick Start Guide 🚀

1. Import Your Connections

The first step to getting started with RealConnectPro is importing your existing contacts. This will help you build your database and start managing your relationships effectively.

How to Import:

Navigate to the Connections page
Click the "Import Connections" button in the top right corner
Select your file (CSV, Excel, or Text format)
Review the imported connections in the preview table
Set ratings for your connections (1-5 stars)
Add connections to groups if desired
Click "Finish" to complete the import

Required Fields:

First Name (Required)
Last Name (Optional)
Email (Optional)
Mobile Phone (Optional)

Tips for Successful Import:

Ensure your file is properly formatted with headers
Remove any special characters or formatting
Check for duplicate entries before importing
Back up your data before performing large imports

What's Next?

After importing your connections, you'll see a personalized money-making to-do list on your dashboard. Learn more about your dashboard to make the most of this powerful feature.