Home AscendixRE AscendixRE FAQ Find answers to frequently asked questions 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 Ascendix Service Plans Learn what Ascendix service plans are available for you 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 much does Ascendix cost? Learn about Ascendix plans and how much they cost 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 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 | AscendixRE CRM Learn how to create a tour book in a few clicks using AscendixRE CRM Popular Articles How to import your data to AscendixRE How to manage related lists in Salesforce and AscendixRE CRM How do I track prospects, make call lists, follow-ups, etc..? MarketSpace: Embedded Listing Portal Where do I find my Salesforce Org ID?