Getting Started - Quick Start Training
REI Software Welcome Video
Dashboard
Conversations
Contacts & Smart Lists
Opportunities
Opportunity Pipeline Filters and How to Switch Between the Buyer and Seller Pipeline
Email Builder
Creating Custom Fields (Add Files, Photos, and More!)
Creating a new employee/user to your account
A video to show how to add a new employee
Integrating Facebook
How to Integrate Zoom
This video will show you how to integrate Zoom.
How to Add a New Task or Note
How to Create Tags for Your Leads
How To Get Support - Help & Video Library/Contact Us
This article will show you how to contact REI Software support & access our keyword searchable Help/Video Library