Touch Reminders
Staying in touch with prospective, current and past clients is vital to an agent’s success. Rechat improves an agent’s ability to never fall out of touch with a contact. Agents can set touch reminders at the tag level, or contact level.
Open a Contact
Select Manage Relationship
Select the desired cadence
Touch reminders are offered Weekly, Monthly, Bi-Monthly, quarterly, semi-annually or annually. If none of those suit your needs, you can select Custom and enter your preference in days.
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