Connections
Managing Individual Connections
Real Connect Pro provides a comprehensive interface for managing individual connections. From basic contact information to personal preferences, our system helps you maintain detailed records for each connection.
Quick Actions
Save Changes
Quick save any modifications made to the connection's information
Add Appointment
Schedule appointments and meetings with your connection
Update Rating
Adjust the connection's rating to reflect relationship strength
Managing Information
Contact Information
Basic Details:
- • First and Last Name
- • Email Address
- • Mobile and Work Phone
- • Website
Address Information:
- • Address Line 1 & 2
- • City
- • State
- • ZIP Code
Business Information
Professional Details:
- • Job Title
- • Company Name
- • Industry
Personal Information
Important Dates:
- • House Anniversary
- • Birthday (Month/Day/Year)
Preferences:
- • Favorite Restaurant
- • Favorite Sports Team
- • Favorite Non-Profit
- • Hobbies
Additional Features
Group Management
Organize connections into groups for better management
Notes & History
Keep track of interactions and important notes
Activity History
View a timeline of all interactions and changes
Transaction Management
Track and manage business transactions
Best Practices
Keep contact information up to date
Add detailed notes after each interaction
Regularly update personal preferences and important dates
Use groups to organize connections effectively
Need Help?
If you need assistance with managing your connections or have questions about specific features, our support team is here to help.