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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

Archived Data

Items that have been archived can be restored or deleted via the Archived Data section in Settings.

Items can only be restored of permanently deleted by you.

  1. In the sidebar, click on Settings
  2. Click Archived Data
  3. Select which items you wish you either restore or delete
  4. Click the desired action (Restore Selected or Delete Selected)
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