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Contact Management
Add a ContactThis article runs through how to add a contact in Reapit Sales.
Add a Meeting with a ContactThis article runs through how to add a meeting to a contact in Reapit Sales.
Add a Note to a ContactThis article runs through how to add a note to a contact in Reapit Sales. The processes in this article include: Adding a note through the Contact Card Adding a note through the Advanced Contact Search Results Adding a note through the Quick Action Icon Adding a note through the Contact Pop Up Summary via Tasks
Add a Rental AppraisalThis article runs through how to add a rental appraisal in Reapit Sales.
Add Business as a ContactThis article runs through how to add business as a contact in Reapit Sales.
Add Other DateThis article runs through how to add other date in Reapit Sales.
Add Related PropertyThis article runs through how to add related property in Reapit Sales.
Add SupplierThis article runs through how to add supplier in Reapit Sales.
Add/Edit Buyer/Tenant RequirementsThis article runs through how to add or edit a buyer/tenant requirement in Reapit Sales.
Adding Supplier Items and Expense CategoriesThis article runs through about adding supplier items and expense categories in Reapit Sales. The processes in this article include: Adding Supplier Items Adding Expense Categories
Advanced Contact SearchThis article runs through how to perform advanced contact search in Reapit Sales.
Archive Contact/Supplier/BusinessThis article explains how to archive contact/supplier/business card in Reapit Sales.
Bulk UpdateThis article runs through how to bulk update contacts in Reapit Sales.
Change Property Status to LeasedThis article runs through how to change property status to leased in Reapit Sales.
Clone/Relist Rental ListingsThis article runs through how to clone/relist rental listings in Reapit Sales.
Contact CSV DownloadThis article runs through about contact CSV download in Reapit Sales.
Contact OwnershipThis article explaines contact ownership in Reapit Sales.
Create a Letter for a ContactThis article runs through how to create a letter to a contact in Reapit Sales.
Create a Rental ListingThis article runs through how to create a rental listing in Reapit Sales.
Create Landlord Activity ReportThis article runs through how to create landlord activity report in Reapit Sales.
Do Not Contact RestrictionsThis article runs through how to manage do not contact restrictions in Reapit Sales.
Email ContactThis article runs through how to send an email to a contact in Reapit Sales.
Existing/Duplicate Contact Manager within the Reapit Sales DesktopThis article will detail how to search and add a contact to an Open for Inspection within the Reapit Sales desktop using a unique identifier.
Existing/Duplicate Contact Manager within the Reapit Sales(mobile)This article will detail how to search and add a contact to an Open for Inspection within the Reapit Sales(mobile) using a unique identifier.
Financial InformationThis article runs through how to add financial information in Reapit Sales.
How do I preview Property Alerts?This article will cover previewing property alerts with Reapit Sales.
Import ContactsThis article runs through how too import contacts in Reapit Sales.
LetterheadThis article explains about letterhead in Reapit Sales.
Log a Contact EnquiryThis article runs through how to log a contact enquiry in Reapit Sales.
Manage Preferences and Unsubscribe E-NewsletterThis article runs through how to manage preferences and unsubscribe e-Newsletter in Reapit Sales. Note: These buttons do not work on test (send for testing) emails.
Match Suitable PropertiesThis article runs through how to match suitable properties in Reapit Sales. The processes in this article include: Matching Properties through a Contact Card Matching Properties through the Fast Finds Results Panel
Merge Duplicate ContactsThis article runs through how to merge duplicate contacts in Reapit Sales. Note: Only those with permission to merge duplicates can complete this task.
Print Detailed Contact ReportThis article runs through how to print detailed contact report in Reapit Sales.
Prospective Tenant PanelThis article runs through the prospective tenant panel in Reapit Sales.
Related ContactsThis article runs through how to manage related contacts in Reapit Sales. The processes in this article include: How to add a Related Contact How to remove a Related Contact How to update the relationship for a Related Contact
Saving and Managing Advanced Contact SearchesThis article runs through saving and managing advanced contact searches in Reapit Sales. The processes in this article include: Creating Saved Search How to find Saved Search How to edit Saved Search How to remove Saved Search Note: The saved search will save the search criteria, not the actual results therefore any new contacts will appear each time you run the search.
Send a Rental ApplicationThis article runs through how to send a rental application in Reapit Sales.
Send E-Newsletter via a Contact CardThis article runs through how to send e-Newsletter via a contact card in Reapit Sales.
SMS ContactThis article runs through how to send SMS to a contact in Reapit Sales. Note: SMS is enabled in all systems and initial access is given to Master Users Only.
Subscribe Contacts & Subscription CategoriesThis article runs through how to subscribe contacts and the subscription categories in Reapit Sales.
Subscribe Contacts to Property AlertsThis article will cover subscribing contacts to property alerts with Reapit Sales.
Supplier ReconciliationThis article runs through supplier reconciliation in Reapit Sales. Note: This report can be used to update and identify when suppliers have invoiced agencies for payment or payment has been made to a supplier.
Tasks & Activity SchedulesThis article shows task & activity schedules in Reapit Sales.
View Applied Activity SchedulesThis article runs through how to view Applied Activity Schedules to a contact in Reapit Sales.
View Contact Buyer/Tenant ActivityThis article runs through how to view properties a contact has enquired about, inspected, taken a contract or made an offer on in Reapit Sales.
View Contact Communication HistoryThis article runs through how to view contact communication history in Reapit Sales.
View Contact ModificationsThis article runs through how to view contact modifications in Reapit Sales.
View Contact Notes HistoryThis article runs through how to view contact notes history in Reapit Sales.
What is the difference between Unsubscribed, Do Not Contact and Archived Contacts?This article will cover the difference between unsubscribed, do not contact and archived contacts in Reapit Sales.