Introduction

Welcome to the Reach Tutorial. In this tutorial, you will follow along beside Mark, a young real estate agent who has recently signed up for Reach. By the end, you will have learned the core concepts of the Reach platform, and will be confident to start using Reach to grow your business!

This tutorial is written for Desktop (rather than Mobile). The entire tutorial should be able to be completed in 1 hour.

Tutorial Mode

If you have already signed in to Reach, you will notice a blue banner at the top of the application stating that you are in Tutorial Mode. This mode is intended to be used with the tutorial only; all the data inputted while in Tutorial Mode will be thrown away once the tutorial is finished. Instructions on how to turn off Tutorial Mode are in the final section of this tutorial.

How This Tutorial is Organized

This tutorial is a narrative of Mark as he uses Reach to keep his information up to date. We recommend that you perform the same actions in Reach as Mark does. Everything that Mark does in the Reach interface is listed in numbered steps like so:

1. In the sidebar, Mark clicks on Leads
2. Mark clicks on the Add Lead button

In the numbered steps, you will find some bolded terms. These terms are words that are found in the Reach interface.

Let's continue to the Initial Setup.