What Is In AscendixRE? App Menu Glossary

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

    Home

    Default first tab that lets you view your day at a glance (upcoming tasks, or appointments/events).

    Chatter

    “Virtual water cooler” – collaborate with Salesforce users internally, not client-facing, works like Twitter, where you use @ (person’s name) to loop into the discussion.

    Dashboards

    Visual depiction of your data (pie charts, graphs, funnels etc.)

    Inquiries

    Leads, incoming via phone or email, leasing or buying interest in a building, or a way to capture general requirements for space.

    Contacts

    Individuals that are linked to Accounts, of varying roles (prospect, client, broker, etc.).

    Accounts

    or Companies, potentially connected to those Contacts.

    Deals

    Your opportunity pipeline whereby various business lines can capture their pursuits (example: Tenant Reps, Landlord Reps, etc.) *private

    Properties

    Building data (location, type, size, class, etc..)

    Availabilities

    Vacant units or suites within a Property.

    Leases

    Lease abstract data that captures Account (Tenant) info in Properties.

    Sales

    Recording of sale history of a Property.

    Listings

    Intended to capture the agreement/contractual info a listing broker has for a Property.

    Calendar

    Will display events/appointments that you have created within Salesforce (not synched with Outlook).

    Tasks

    Your deadline-driven to-dos created in Salesforce

    Notes

    Jot down notes on any of your data (related to an account, contact, etc...) It can be formatted and styled, even to include photos.

    Reports

    *Note: this app menu can be tailored (tabs can be removed or re-ordered).