Resource Center

Resource Center

  • Docs
  • FAQ
  • Feature Announcements

›Leads

Introduction

  • Overview of Reach CRM
  • The Reach Flow

Calendar

  • Overview
  • Events

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
  • My Team
  • Automated Tasks
  • Leads Settings
  • Email Settings
  • Integrations
  • Archived Data
  • Notifications
  • General Settings

iOS

  • Add to Home Screen

Tutorial

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

Intro to Leads

Leads are the Clients you are working with on a daily basis, the people you need to stay on top of to get your deals across the finish line.

Organize your Leads into Hot, Warm, and Cold to help prioritize them so you can focus on those that are most important. Your Leads are automatically sorted into the Leads you need to contact first.

The length of time is different for Hot, Warm, and Cold Leads and fully customizable in Settings.

Touchpoints

Touchpoints are connections you've made over the lifetime of a Client. It's a nice way to track your interactions (Call, Email, Text, etc) over the history of the Client.

Image

It's also a great reminder if you can't remember the last time you've spoken to your Client. Simply navigate to the Client's details and scroll down to the Activity Card at the bottom to view your Touchpoints.

← Send Email (BETA)Add A Lead →
  • Touchpoints
Resource Center
Links
HomeApp
Resources
DocumentationFAQFeature Announcements
Copyright © 2023 Reach CRM