Resource Center

Resource Center

  • Docs
  • FAQ
  • Feature Announcements

›Teams

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

Inviting to Events

When working with calendars, inviting people to your meetings is the fundamental way of ensuring that the right people are there. In Reach, this is accomplished by adding a team member as an attendee of an Event.

  1. Go to the Calendar and click on the Event you wish to invite a team member to
  2. Click the pencil icon to edit
  3. Click the Add Attendees button
  4. Select one or more team members and click Select
  5. Click Save

These team members will receive a Reach email informing them that they have been added as an Attendee to this Event. The Event will also show up in their Reach Calendar even if their filter is set to "My Events".

← Delegate an ItemAdd a Transaction →
Resource Center
Links
HomeApp
Resources
DocumentationFAQFeature Announcements
Copyright © 2023 Reach CRM