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.
  1. 1.
    Open a Contact
  2. 2.
    Select Manage Relationship
  3. 3.
    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.