# Guides

- [Getting Started](/guides/getting-started.md): In a few simple steps you can get inside your account and have it ready to use.
- [Sign up, Sign in](/guides/getting-started/how-do-i-log-into-my-rechat-account.md)
- [Multi-Factor Authentication](/guides/getting-started/multifactor-authentication.md): Passwords alone are vulnerable. MFA (Multi-Factor Authentication) adds an extra layer, making it much harder for unauthorized individuals to access your account.
- [Connect to Outlook & Google](/guides/getting-started/setting-up-your-contacts.md): Sync contacts, email, and calendar events in both directions with ease.
- [Upgrade to Agent](/guides/getting-started/upgrading-to-an-agent-account.md): Some features are specific to real estate agents. In order to unlock them, you have to upgrade your account to an agent account. This is free of charge, but requires you to enter your MLS ID.
- [Add An Email Signature](/guides/getting-started/add-your-email-signature.md)
- [Add Your Headshot](/guides/getting-started/add-your-photo.md)
- [Account Settings](/guides/getting-started/account-settings-overview.md): All settings related to your profile.
- [Get the Mobile Apps](/guides/getting-started/rechat-mobile-apps.md)
- [Delete Rechat account](/guides/getting-started/delete-rechat-account.md)
- [People](/guides/crm.md): Managing contacts, communications and your sphere.
- [Contacts](/guides/crm/contacts.md): Rechat’s Contacts feature is designed to help you manage your clients with ease, allowing you to stay organized, connected, and proactive.
- [Add Contacts](/guides/crm/contacts/adding-contacts.md): Learn about the four ways you can add contacts.
- [Outlook/Google Sync](/guides/crm/contacts/adding-contacts/connect-to-outlook-google.md): Sync your Contacts, Email and Calendar with a few simple clicks.
- [Auto-Created Contacts](/guides/crm/contacts/adding-contacts/connect-to-outlook-google/parked-contacts.md): Parked contacts from Outlook or Google accounts and new leads.
- [Manual Contact](/guides/crm/contacts/adding-contacts/adding-a-new-contact.md): Add client info directly into Rechat with all essential details like name, phone number, tags, and email.
- [Import a CSV Spreadsheet](/guides/crm/contacts/adding-contacts/importing-your-contacts.md): You can import a CSV file quickly from any other CRM or Marketing tool.
- [Import Phone Contacts](/guides/crm/contacts/adding-contacts/mobile-import.md): Importing contacts from your mobile phone is safe and easy.
- [Connect to Lead Sources](/guides/crm/contacts/adding-contacts/connect-to-lead-sources.md): Lead Capture is the backbone of any successful real estate brokerage and agent, enabling you to efficiently gather, manage, and convert potential clients into loyal customers.
- [Realtor.com](/guides/crm/contacts/adding-contacts/connect-to-lead-sources/connect-to-realtor.md): Realtor.com Connections℠ Plus subscribers can connect Rechat and Realtor.com so leads flow seamlessly into your contacts, allowing you to follow up more efficiently.
- [Zillow](/guides/crm/contacts/adding-contacts/connect-to-lead-sources/connect-to-zillow.md): Rechat integrates seamlessly with Zillow leads. Follow the simple steps outlined below and your Zillow leads will be flowing into Rechat in no time!
- [Union Street Media](/guides/crm/contacts/adding-contacts/connect-to-lead-sources/union-street-media.md): Seamlessly connect your Union Street Media website with Rechat to sync leads and contact details all in one place.
- [Placester](/guides/crm/contacts/adding-contacts/connect-to-lead-sources/connect-to-placester.md): Route your Placester leads into Rechat for increased lead engagement and conversion. Your Placester leads, and their data, will automatically be transferred to Rechat.
- [Lead Routing](/guides/crm/contacts/adding-contacts/lead-routing.md): Lead Routing allows teams and brokerages to automate how leads are assigned to agents based on sources, rules, and agent pools. Below are step-by-step instructions to set up Lead Routing.
- [Organize Your Contacts](/guides/crm/contacts/managing-your-contacts.md): Use Tags and Lists to organize your contacts.
- [Tags](/guides/crm/contacts/managing-your-contacts/tags-1.md): Tags are your shortcut to organizing and reaching the right contacts. Use them to easily categorize clients, segment your database, and run targeted marketing campaigns with just a few clicks.
- [Smart Lists](/guides/crm/contacts/managing-your-contacts/lists.md): Smart Lists in Rechat help you organize and target specific groups of contacts based on custom filters. Automatically updated, these lists make it easy to quickly market to the right people.
- [Search](/guides/crm/contacts/managing-your-contacts/search.md): Rechat’s robust search functionality helps you find any information within a contact profile, whether it’s a name, phone number, email, tag, or even notes.
- [Managing Duplicates](/guides/crm/contacts/managing-your-contacts/managing-duplicates.md): Rechat helps you keep your contact database clean by automatically identifying and managing duplicate contacts.
- [Contact Profile Overview](/guides/crm/contacts/contact-profile.md): Contact Profiles provide a comprehensive view of your relationship with each client and includes everything from personal details to key milestones that help you maintain a meaningful connection.
- [Set Follow-Ups](/guides/crm/contacts/set-follow-up-reminders.md)
- [Touch Reminders](/guides/crm/contacts/touch-reminders.md): Whether you want to set reminders per contact or group contacts by tag for easier management, Rechat helps keep your follow-ups on track.
- [Client Celebrations](/guides/crm/contacts/client-celebrations.md): Automatically send celebration emails for birthdays, wedding anniversaries, and home anniversaries to keep you connected without the worry of missing important dates.
- [RealScout](/guides/crm/contacts/realscout.md): The RealScout and rechat. integration provides a client sync integration to transfer client record data from rechat. to RealScout!
- [Follow Up Boss (FUB) Integration](/guides/crm/contacts/follow-up-boss-fub-integration.md): The Follow Up Boss (FUB) integration allows you to bring your contacts from FUB into Rechat so you can use Rechat’s powerful marketing tools with the people already in your database.
- [Calendar](/guides/crm/calendar.md)
- [Tasks](/guides/crm/tasks.md)
- [Inbox](/guides/crm/inbox.md): Connect Gmail or Outlook to Rechat.
- [Rechat Daily](/guides/crm/5.-rechat-daily.md): Your personalized newsletter with your day's agenda, delivered to you everyday.
- [FAQ](/guides/crm/faq.md): Some commonly asked questions about Rechat CRM.
- [Placeholders on Emails](/guides/crm/placeholders-on-emails.md)
- [Marketing](/guides/marketing.md): Email, Social, and Print marketing, all-in-one app, where you can also manage your contacts.
- [Marketing Center](/guides/marketing/marketing-center.md): Explore Rechat's Marketing Center for effortless marketing—email, social, video, and more—all in one place.
- [Email Marketing](/guides/marketing/marketing-center/email-marketing.md): Learn how to use Rechat's marketing templatesto quickly get out marketing emails from Rechat.
- [Newsletters](/guides/marketing/marketing-center/email-marketing/newsletter.md): Newsletters are a vital tool for real estate agents, serving several important functions beyond just selling properties.
- [Select a Template](/guides/marketing/marketing-center/email-marketing/selecting-a-template.md)
- [Customize Your Email](/guides/marketing/marketing-center/email-marketing/customizing-your-email.md): Rechat's Marketing Editor tool allows you to quickly create beautiful emails either from scratch or by manipulating existing templates.
- [Google News Articles](/guides/marketing/marketing-center/email-marketing/google-news-articles.md): Rechat makes it easier than ever to add engaging and relevant articles to your email marketing directly from Google News.
- [View Email in Browser](/guides/marketing/marketing-center/email-marketing/view-email-in-browser.md): Learn how to add a “View Email in Browser” button to your emails, allowing recipients to open a web-based version of your message for easy sharing and improved accessibility.
- [Placeholders](/guides/marketing/marketing-center/email-marketing/placeholders.md): Placeholders are powerful tools that enable admins and agents to dynamically insert relevant information into emails, templates, and other communication materials.
- [Best Practices](/guides/marketing/marketing-center/email-marketing/best-practices.md): There are some basic guidelines to follow when creating an email campaign that can ensure your email looks professional and beautiful. Here are some tips you can follow.
- [Send or Schedule](/guides/marketing/marketing-center/email-marketing/finalizing.md)
- [Email Quota](/guides/marketing/marketing-center/email-marketing/email-quota.md): Track your monthly email usage, increase your sending limits, and understand how email subscription billing works in Rechat.
- [Embedded Videos](/guides/marketing/marketing-center/email-marketing/embedded-videos.md)
- [Campaigns](/guides/marketing/marketing-center/email-marketing/campaigns.md): Company Marketing Admins can create campaigns for their agents to preview and participate in and send out automated emails to the agents' contacts.
- [Creating Campaigns](/guides/marketing/marketing-center/email-marketing/campaigns/creating-campaigns.md): Learn how Admins can create and manage automated Email Marketing Campaigns for Agents, ensuring personalized emails are sent to their contacts with minimal effort.
- [Social Marketing](/guides/marketing/marketing-center/social-marketing.md): Rechat offers a series of Social Posts and Stories that you can either tap to share, or make quick updates to and share.
- [Social Post Building Blocks](/guides/marketing/marketing-center/social-marketing/social-post-building-blocks.md): Adding headshots, phone numbers, team logos and more to social posts is important, that's why we offer building blocks for social posts!
- [Video Social Templates](/guides/marketing/marketing-center/social-marketing/video-social-templates.md): Create eye-catching property videos in minutes and share them anywhere.
- [Connecting to Instagram](/guides/marketing/marketing-center/social-marketing/connecting-to-instagram.md): Rechat allows members to schedule and share posts directly to Instagram.
- [Digital Ads](/guides/marketing/marketing-center/social-marketing/digital-ads.md): Rechat Digital Ads revolutionizes how agents create and manage ad campaigns, offering a seamless way to capture leads and expand their reach beyond traditional email marketing.
- [Print Marketing](/guides/marketing/marketing-center/print-marketing.md): Create polished marketing materials in minutes.
- [Market Reports](/guides/marketing/marketing-center/market-reports.md)
- [Canva](/guides/marketing/marketing-center/canva.md): Design your marketing in Canva, then send it directly into Rechat’s Marketing Center as a reusable marketing asset.
- [Getting Started](/guides/marketing/marketing-center/canva/getting-started.md)
- [Design with Rechat Data in Canva](/guides/marketing/marketing-center/canva/design-with-rechat-data-in-canva.md)
- [Send Emails directly in Canva Using Rechat Email Sender](/guides/marketing/marketing-center/canva/send-emails-directly-in-canva-using-rechat-email-sender.md): Create your design in Canva and send it directly through Rechat as your email sender.
- [Flows](/guides/marketing/flows.md): Flows streamline communication, nurture leads, offer personalization, and provide valuable insights. These automated workflows are essential for staying competitive in today's real estate market.
- [Agent Network](/guides/marketing/agent-network.md): Agent Network helps agents market smarter and close faster by offering tools to reach thousands of top-performing agents with targeted messages, MLS data, and automated workflows—all in one platform.
- [Agent Network: How to Use & FAQs](/guides/marketing/agent-network/agent-network.md): Rechat's Agent Network allows you to market your listings and sales with our beautiful email templates to nearby agents.
- [Listing Marketing Dashboard](/guides/marketing/promoting-listings.md): Successfully marketing a listing is crucial for attracting the right buyers and generating interest, and Rechat’s Listing Marketing Dashboard simplifies your process.
- [Websites](/guides/marketing/websites.md): Creating a single property website is a strategic move for promoting listings.
- [Connect Existing Domains](/guides/marketing/websites/connect-existing-domains.md): If you prefer to use an existing domain for your website, you can integrate it through your website’s domain management settings.
- [Presentations](/guides/marketing/presentations.md): A great presentation does more than show numbers. It helps you explain pricing clearly, guide clients with confidence, and present yourself like the professional they want to hire.
- [Flipbook](/guides/marketing/flipbook.md): Turn your presentations and brochures into a page-turning experience.
- [Insights](/guides/marketing/getting-insights.md): Once you send an email campaign, you can track the detailed results about its recipients.
- [Activity Feed](/guides/marketing/getting-insights/activity-feed.md)
- [Email Deliverability](/guides/marketing/email-deliverability.md): Email deliverability is the ability for your emails to successfully reach your recipient’s inbox instead of being filtered into spam or promotions folders.
- [Deliverability Health Checklist](/guides/marketing/email-deliverability/deliverability-health-checklist.md): Use this checklist to quickly assess the health of your email sending and identify what to improve.
- [Best Practices to Keep Your Emails Out of Spam](/guides/marketing/email-deliverability/best-practices-to-keep-your-emails-out-of-spam.md): Strong deliverability comes down to sending the right message to the right people at the right time.
- [Switching Email Platforms Without Hurting Deliverability](/guides/marketing/email-deliverability/switching-email-platforms-without-hurting-deliverability.md): Switching email platforms can temporarily impact your deliverability. This is normal and expected.
- [How Email Authentication Works (SPF, DKIM, DMARC)](/guides/marketing/email-deliverability/how-email-authentication-works-spf-dkim-dmarc.md)
- [How to Set Up Your Domain for Email Sending](/guides/marketing/email-deliverability/how-to-set-up-your-domain-for-email-sending.md): Proper DNS setup ensures your emails are authenticated and trusted by email providers.
- [Why Are My Emails Going to Spam?](/guides/marketing/email-deliverability/why-are-my-emails-going-to-spam.md): Use this guide to quickly identify and fix common issues.
- [What Are Spam Traps (and How to Avoid Them)](/guides/marketing/email-deliverability/what-are-spam-traps-and-how-to-avoid-them.md): A spam trap is an email address used to identify senders who are not following proper email practices. These addresses do not belong to real users.
- [Understanding Bounces and Unsubscribes](/guides/marketing/email-deliverability/understanding-bounces-and-unsubscribes.md): Learn the difference between bounced emails and unsubscribes, and how each impacts your email deliverability.
- [Searches & Tours](/guides/searches-and-tours.md): Rechat’s Property Searches and Tours provide you with the tools to find, organize, and showcase properties seamlessly.
- [Deals](/guides/deals.md): Deals is your Transaction Management System in Rechat.
- [Deal's Dashboard](/guides/deals/deals-dashboard.md)
- [Create a deal](/guides/deals/creating-a-deal.md): Inputting a listing starts by creating a deal for your seller.
- [Deal Profile View](/guides/deals/2.-deals-profile-view.md)
- [SkySlope Integration](/guides/deals/skyslope-integration.md): The SkySlope integration allows agents to access SkySlope Forms and DigiSign directly inside their Rechat Deal.
- [Editing Forms In Rechat](/guides/deals/3.-editing-forms-in-rechat.md)
- [Collecting eSignatures](/guides/deals/4.-collecting-esignatures-dcousign.md)
- [Uploading & Splitting Documents](/guides/deals/5.-uploading-and-splitting-documents.md)
- [Messaging Back-office](/guides/deals/6.-messaging-back-office.md)
- [Managing Listings & Accepting Offers](/guides/deals/7.-managing-listings-and-accepting-offers.md): Managing listings for a seller or a land lord
- [Manage Listing Photos](/guides/deals/7.-managing-listings-and-accepting-offers/manage-listing-photos.md)
- [Order Yard Signs](/guides/deals/7.-managing-listings-and-accepting-offers/order-yard-signs.md)
- [Post Open House on MLS](/guides/deals/7.-managing-listings-and-accepting-offers/post-open-house-on-mls.md): Requesting office to post an Open House for you on the MLS system.
- [Accepting Offers](/guides/deals/7.-managing-listings-and-accepting-offers/accepting-offers.md)
- [Counter Offer](/guides/deals/7.-managing-listings-and-accepting-offers/counter-offer.md)
- [Closing Out Deals](/guides/deals/8.-closing-out-deals.md): Get paid!
- [Lucy: Your AI Assistant](/guides/lucy-your-ai-assistant.md): Lucy supports your day-to-day workflow across marketing, communication, and client management — helping you move from idea to execution in seconds.
- [Open House Registrations](/guides/open-house-registrations.md): Rechat's Open House Registration Pages allows members to streamline their workflow.
- [Mobile Sales Machine](/guides/mobile-sales-machine.md): We believe the future of work for real estate is mobile. Rechat turns your phone into a mobile sales machine. Check out some of the great features you can expect to find in your iOS (Apple) app.
- [Rechat On-The-Go](/guides/mobile-sales-machine/rechat-on-the-go.md): Rechat On-The-Go is a series of quick, 5 minute or less videos showcasing various features that members can quickly do on the go through the Rechat mobile app on iPhone.
- [Texts for Leads & Clients](/guides/mobile-sales-machine/texts-for-leads-and-clients.md): Whether you're following up with a new lead, reviving cold contacts, or nurturing relationships, this collection of ready-to-use texts will help you communicate efficiently and professionally.
- [Personalized Stickers](/guides/mobile-sales-machine/personalized-stickers.md): Stand out from the crowd by using personalized stickers in your Rechat Video Clips!