Refreshed Contact Cards
Your contacts are your most valuable asset, that’s why Rechat has made it even easier to view the important information that matters the most to you.
Contacts have been separated into four (4) key contact tabs, each providing key data.
Contact Card: Name, Tags, Primary Contact Information, Social Buttons, Auto-Touch Reminder, Quick Action Buttons for Reminders and Notes
Relationship: Last Touch, Auto-Reminder
Contact Info: First Name, Middle Name, Last Name, Contact Information, Social Links
Flows: This will show you any Flow your contact is currently enrolled in
Touch Dates: Birthday, Home Anniversary, Wedding Anniversary, Work Anniversary, Children's Birthdays
Addresses: Primary Address, Investment Properties, Work Addresses, etc.
Deals: Any Deal this contact is associated with
Details: Title, Nickname, Job Title, Company, Marketing Name
Spouse/Partner: First Name, Last Name, Email, Phone, Birthday
Assignee: Indicates if/when the contact/lead has been assigned to a team member
Last updated