STEP-BY-STEP GUIDE

Table of contents 

Personal and Organization Guide

Creating account

Log in and Updating personal information

Create new organization

Joining and managing the organization

Adding new team members

Delete REALIZER Account

Create template

Backroom for proposals and brand identity:

Template Overview

Existing Templates

Template Creation and Design

Guide for Customers and Client Account Management

Managing Customer’s Accounts (Company/ Organization)

Creating account (organization)

Adding contact information into organization

Managing customers in each account

Managing Customer Deals

Customer Communication

Deal Management

Overview of existing deals

Deal Progression

Create a deal

Deal Stakeholders

Deal versions

Unsuccessful Deals