Welcome to REI Software. For reference, we are sharing a Quick Start list for our onboarding training videos that will allow you to see an overview of how you will optimize your CRM. These steps will help you get familiar with your CRM and get you up and running in no time.

Consider this as a checklist for success. ✔

If you have any questions, please feel free to reach out to our support team at support@reisoftware.com.

1. Welcome and Overview Videos
🔹 Become familiar with the CRM by watching our video overview of the most commonly used sections of our CRM.
2. Install Our 'Lead Connector' App on Your Phone -    iOS     Android
3. Setting Up Your CRM
🔹 Connect Google Calendar to REI Software Calendar
🔹 Set Up Your Custom Values
🔹 Integrate Your Google Account
🔹 Integrate Your Facebook Account
🔹 Integrate your Facebook Ad Lead Form(s) to your CRM
🔹 Select Your Email Provider in SMTP & Mailgun Service
🔹 Updating Your Email and SMS Campaigns
🔹 Templates
🔹 Importing Leads to REI Software
4. Set Up the Phone Number for your CRM
5. Set Up Your Domain URL and Your Landing Page(s)
6. Set Up Your Website
7. Set Up Your Facebook Chrome Extension
🔹 Post Cannon
🔹 Get GroupLeads (usually used once your Facebook Group has around 300 members, but feel free to reach out to support if you have questions.)