How Do I Log Into AscendixRE?

Learn how to log in to AscendixRE

What’s An Inquiry?

Learn what an Inquiry is and more

User Default Views

Learn what default views are and how to change them

Can I Default My View To Something Other Than "Recently Viewed"?

Learn how to set your own default list view for any object

What’s A Deal? Why Create One?

Find out what a Deal is and why create one

Adding New Deals

Learn how to add a new Deal in AscendixRE for Salesforce

What’s The Difference Between A Property And A Listing?

Learn the different between a Property and a Listing in AscendixRE for Salesforce

How Do I Track Prospects, Make Call Lists, Follow-ups, etc?

Learn about the ways you can track prospects, make call lists, follow-ups and more in AscendixRE

What Kind Of Support Will I Get Once I’m An Ascendix Customer?

Learn about the kind of support you will get once you are an Ascendix customer

How To Create Email Templates In AscendixRE

Learn how to create email templates that allow you to automate the mailing process, increase productivity and consistency

Does AscendixRE Integrate With…?

Learn what AscendixRE for Salesforce integrates with

Can I Connect My Outlook Or Gmail To AscendixRE?

Learn how to connect your Outlook to AscendixRE and watch an overview of available Outlook functionality

Does AscendixRE Have A Mobile (Phone Or Tablet) App?

Learn how to get a mobile app for AscendixRE and watch a video showing features available on your mobile

How To Grant Ascendix Access To Your Salesforce Environment (Lightning)

Learn how to grant Ascendix access to your Salesforce environment

How To Add Multiple Users To Your Salesforce Account

Learn how to add multiple users to your Salesforce account

What Can I Customize In AscendixRE?

Learn what you can customize in AscendixRE

There’s A Lot Going On Here. Many Things I Don’t Need. Can I Remove Tabs On The Menu Or Fields On The Form?

How can I remove tabs and add/remove fields?

Learn how to remove tabs and add or remove fields in AscendixRE for Salesforce

What’s The First Thing I Should Do?

Learn what you should do once you sign up for AscendixRE

What Kind Of Data Should I Enter In My Trial?

Learn what data to enter in your trial

Where will my Tasks show up?

Find out where your tasks will show up once you create them

Can My Colleagues Also Join The Trial?

Learn if your colleagues can also join the trial and more

What is Ascendix Search?

Get an overview of Ascendix Search

How To Move The Activities Tab In Salesforce

Learn how to move the Activities tab

If I Terminate My Subscription, How Will I Get My Data?

Learn how you can export your data via a CSV file

Where Do I Find My Salesforce Org ID?

Learn how to find your Salesforce Org ID

How To Export Or Back Up My Data From Salesforce

Learn how to export or back up your data from Salesforce

What Is In AscendixRE? App Menu Glossary

Learn the meaning of items that are on the AscendixRE app menu

Inquiry Management With AscendixRE CRM

Learn how to manage Lease and Sales Inquiries with AscendixRE CRM

Salesforce Property Management With AscendixRE CRM

Overview of property management process with AscendixRE for Salesforce

Leases, Sales, And Availabilities Tracking With AscendixRE CRM

Learn how to track Leases, Sales, and Availabilities with AscendixRE for Salesforce

Start Managing And Tracking Leases With AscendixRE

Learn how to manage and track Leases with AscendixRE

AscendixRE For Investment Sales Brokers

Learn how Investment Sales Brokers can use AscendixRE

AscendixRE For Landlord Representation Brokers

Learn how Landlord Representation Brokers can use AscendixRE

AscendixRE for Tenant Reps

Learn the ins and outs of how Tenant Reps can use AscendixRE

AscendixRE Stacking Plan Overview

Learn how Stacking plans work and what you can do with them

Generating And Sending Property Tour Books

Learn how to create a tour book in a few clicks using AscendixRE CRM