AscendixRE FAQ

How do I log into AscendixRE?

AscendixRE CRM is built on top of Salesforce CRM, so to access AscendixRE after you’ve started a trial or become a customer you can use and sign-in with the credentials either we’ve provided at signup or your admin has provided.

Tip: Save the website as a ‘favorite’ and click on ‘remember me’ when you login so you don’t need to re-type it every time

For the best mobile experience, use the Salesforce mobile app.

The Salesforce mobile app is available for iOS® and Android™ phones and tablets. You can download the iOS app from the App Store®, or the Android app from Google Play™.

Ascendix Service Plans

Tagged with: FAQ

Question: “What kind of services does Ascendix provide? I know I am the admin, but I might need some help”.

Answer: When you subscribe to AscendixRE you are buying a software subscription that gives you access to many features of the Salesforce platform (you might already know that if you’ve been a client for some time).

However, even if you are the admin, you may be lacking in time doing other things for your job position or lacking in Salesforce experience (also, completely ok), and thus you may need the help of Ascendix to accomplish your goals.

We have multiple service plans, depending on your budget & needs:


With an Enterprise subscription: You have access to Concierge, which is like a virtual helpdesk that can accomplish some (but not all) tasks. They will be limited, but you can view the attached service plan for details for what they cover. Since this is already covered in the cost of the subscription, there isn’t any additional fee.


  1. 3 Month Fast Track: $2500 flat fee paid in advance – you get assistance with 25 hours of data importation, configuration/form set up, automation, or workflows.
  2. 12 Month Fast Track: $5000 flat fee paid in advance – you get the same assistance stated above but for a whole year (and double the time, so 50 hours).


  1. A la Cate/custom pricing: for $85 per hour, we can quote you the effort (# of hours) for your requirements. This provides you the ability to adjust your goals based on budget. You get billed at the end of the month depending on the # hours x the rate.
  2. Bucket of hours: This is ideal if you’re not entirely sure what you want, but you want the security of having a tech consultant on hand to help with training, data, setting up back-end things. You would typically agree to purchase a set # of hours (such as 20) and use them as you need them. You get billed at the end of the month depending on the # hours x the rate.

The following Q&A in this guide aim to help you become more self-sufficient. We promote teaching you how to fish, instead of fishing for you. But know that we are here in the event you want to grow and expand your business in the context of Ascendix.

If you are interested in purchasing a service package, please contact Chris:

What’s an Inquiry?

Tagged with: FAQ

Think of an inquiry as an unqualified lead. You can capture Contact and Company info, and once qualified, they can be converted to full-fledged Contacts and accounts.

For Listing Brokers:

An inquiry would be a buyer rep or tenant rep broker reaching out to you on behalf of the listing, inquiring about the space. It could also be an end-user inquiring directly. The inquiry form allows you to link the interest to the Listing, so you have a grouping of all inquiring parties since you’ve won the Listing. It’s a good lead pipeline and a way to report to your seller or landlord on ‘foot traffic’.

For Buyer Reps/Tenant Reps:

The inquiry form also has an area where you can jot down investment or leasing preference. Price min and max, space requirements, Property type requirements, required move in or purchase date.

You convert an inquiry when you think it is appropriate.

*Note that any customized fields you add to the inquiry, will not be captured when you convert the records.

Learn more about Inquiries:

Further Reading

Inquiries Management | AscendixRE CRM

What’s the first thing I should do?

Tagged with: FAQ

This will vary from person to person, but to get the most out of it, make sure you have a meeting scheduled with one of the members of the Client Success Team. They’ll take 30-45 minutes to hear some of your goals and business processes and then walk you through how to apply them in Ascendix.

After that, adding your own data is the next best thing. Although we have supplied the trial with some sample, staged data, it always makes sense when you see your own info in there. It’s what makes things ‘click.’

What kind of data should I enter in my trial?

Tagged with: Data, FAQ

At a minimum, Accounts/Companies and Contacts. You can either manually add them, or we can add a sample for you, as long as they are provided in an Excel spreadsheet. It doesn’t matter where the data came from as long as it’s in a spreadsheet format.

Additional data, such as Properties, Listings, Leases, you can add manually to get a sense of how the information gets connected.

The main goal is to see if the daily use cases of working with data through the system supports your needs. 

Once you are a client and on-boarded, we can assist you in importing the rest of your data into Ascendix.

What’s the difference between a Property and a Listing?

Tagged with: FAQ

Property is the building itself. Its physical characteristics, location, total space, # of floors, etc.

The Listing is the agreement you win to sell or lease that building.

As a Listing Broker you would create both records, but track all of your outbound marketing/selling efforts and inbound inquiries against the listing. Again this helps you for reporting purposes and ensures everything is tied to one common record.

There is an exception here. If you are a Land Broker, and you are on an AscendixRE Land trial, we have co-mingled the Property and Listing tabs, so that you are managing all of your listings, within the Property record itself.

What’s a Deal? Why Create One?

Tagged with: FAQ

The deal is your pipeline to track a transaction that will likely occur. It tracks a revenue-generating event. If you’re diligent in adding deals, it gives you a good perspective of what’s due to close, when and for how much. WHEN you create a deal is highly subjective.


As a Tenant Rep, you could create a deal when you have a LOI. You can then track the multiple properties your client (The company you are representing to lease a space), is touring. Eventually when one Property is selected and the lease terms are all entered on the deal, closing the deal will auto-create a Lease comp for that Account (tenant) in that Property.

As a Landlord Rep, you would create a deal once you have a Suite that is getting serious intent for being leased. Once you capture the Tenant info, and lease terms, closing the deal will auto-create a Lease comp for that Account (tenant) in that Property.

It’s expected to have multiple deals connected to your lease listing if it’s a multi-tenant building.

Investment Sales

As a Buyer Rep, you could create a deal when you have a LOI. You can then track the multiple properties your client (The account or contact you are representing to purchase a building), is touring. Eventually when one Property is selected and the sale terms are all entered on the deal, closing the deal will auto-create a Sale comp for that Property.

As a Seller Rep, you would create a deal once you have a short list of buyers. You can track the prospective buyers, their level of interest, and qualification. Ultimately, when one buyer stands out and the sale and closing terms are captured, closing the deal will auto-create a Sale comp for that Property.

Watch the video below to see it in action:

Adding New Deals

Tagged with: Deal

Watch this video to see how to create a New Deal. Although this example applies to tenant representation, the overall process is very similar for each record type:

  • What do I name my deal? Depending on how you requested your data import, the Deal Name might follow your existing naming/numbered convention. Moving forward, you can name the deal with the Tenant + Space, or whatever your team decides is a best practice.
  • Select the property by starting to type ahead its name.
  • Select the space by starting to type ahead its name or number (ex: 400).
  • Select Deal Type and Stage from options.
  • Type-ahead Tenant’s name. If tenant name is not found, you can ‘on the spot’ by clicking “+ New Account” 
  • This will be an opportunity to quickly create the Company record for the Tenant (example: Express).
  • Once saved, you are back at the Deal record to continue filling in info as you see fit.

How do I track prospects, make call lists, follow-ups, etc..?

Tagged with: Activities, Prospects, FAQ

There are several ways to do this. Here are the top 3:

You must begin by adding a field such as Category on the Contact record to identify them as a Prospect. Once that’s in place:

  1. With AscendixRE, you can create specific List Views, that pull up your Contacts, by that filter of “Prospect,” so that you’re segregating your contacts by that category. From there you can decide what information you want to see in the list, at a quick glance, or drill into each record to log the calls for that contact. See this (no sound) video, for a quick overview of how to accomplish this.
  2. With AscendixRE, you can also automate much of the to do’s or future tasks/calls you need to make. By creating Workflows, you can decide once a Contact is tagged as a Prospect, how often you need to call or follow up with them. 30-60-90 drip plans are common, but this can totally be customized to your needs. You can reach out to us to set this up for you.
  3. With Ascendix Search, you can create quick and easy lists, that are either based on data (i.e. Contact Type = Prospect) or your own subjective knowledge of randomly selected contacts. From there, in a quick split-screen, on the left, you can see your list and on the right, you can see your to do’s and activity history, while scheduling new actions on the records on the right. Ascendix Search is sold as an add on to the Foundations edition and included in the Enterprise edition.

Where will my Tasks show up?

Tagged with: Activities, FAQ

Tasks are great because you create them once, and they have a way of showing up everywhere to remind you of your to do’s.

  1. Tasks will be on the activity timeline of the object it’s connected to (example: Contact and Listing)
  2. Tasks will show up on your Home tab, based on what you have due today
  3. Tasks will show up on your Tasks tab, where you can see a list of all Tasks due, and check them off if complete
  4. Tasks will appear as an ‘alarm bell’ notifier on the top right of your screen when you log in
  5. Tasks will appear on your mobile phone if you have the Salesforce app installed and connected to your username and password used for Ascendix
  6. Tasks will also appear on the right-side panel of your email if you have Gmail or Outlook configured!.

There are no way tasks are slipping between the cracks now!