Sales Opportunities

  • How do I add multiple clients to an Opportunity?

    The best way to do this in RealOffice360 is to pick one member of the duo as your "Primary Contact", whether that be the wife, husband or whichever. Once you pick who that is, you can then add an Opportunity to that "Primary Contact" which it sounds like you have. From here, we suggest adding th...
  • How do I note that a client is both a buyer and a seller?

    You will be pleased to know that you can add unlimited opportunities to any contact at the same time...put another way you can add a Buy and Sell opportunity to the same client. You can do this several ways, however, the easiest is to find your client, and open their profile page. Click on th...