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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

General Settings

Font Size

  1. In the sidebar, click on Settings
  2. Click General Settings
  3. Select your Font Size

Note that these settings are device-specific meaning that you can have different font settings on your computer and your phone.

← NotificationsAdd to Home Screen →
  • Font Size
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