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›Contacts

Introduction

  • Overview of Reach CRM
  • The Reach Flow

Calendar

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Contacts

  • Introduction to Contacts
  • Add a Contact
  • Agents
  • Groups
  • Add Relationships
  • Adding Notes to a Contact
  • Import Contacts
  • Tagging Contacts
  • Add Important Dates
  • Archive A Contact
  • Sync With Mailchimp
  • Mailing Label Exports
  • Send Email (BETA)

Leads

  • Intro to Leads
  • Add A Lead
  • Edit a Lead
  • Add A Touchpoint
  • Changing a Lead's Score
  • Transition to Accepted Offer
  • Automated Tasks
  • Remove Lead Status
  • Capture External Leads
  • Leads Settings

Listings

  • Add a Listing
  • Edit a Listing
  • InfoPack™
  • Book an Event
  • Accepted Offer
  • Automated Tasks
  • Archive a Listing

Tasks

  • Add Task
  • Edit a Task
  • Completing Tasks
  • Archive a Task

Teams

  • Intro to Teams
  • Adding Team Members
  • Understanding Ownership
  • Delegate an Item
  • Inviting to Events

Transactions

  • Add a Transaction
  • Conditional to Firm Sale
  • Firm to Completed Sale
  • Archive a Transaction
  • Commission

Settings

  • My Account
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  • Leads Settings
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  • Integrations
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  • General Settings

iOS

  • Add to Home Screen

Tutorial

  • Introduction
  • Initial Setup
  • Lesson 1
  • Lesson 2
  • Lesson 3
  • Next Steps

Add a Contact

Contacts are divided into Clients and Agents. Both of these are created from the Contacts page. Although there is a separate page for Leads where Leads can be created, Leads can be created from the Contacts page as well.

Create a Contact

  1. In the sidebar, click on Contacts
  2. By default, your list of Clients can be seen. If you want to create an Agent, make sure to toggle to Agents view first
  3. Click the + Add button
  4. Fill in the appropriate details for the Client or Lead
  5. If you want to make a Lead, simply mark them as a Buyer or Seller
  6. Click Save
← Introduction to ContactsAgents →
  • Create a Contact
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