Rex UK Functionalities
Address & Postcode Lookup
Address Display Overrides
Admin, Settings & Other Lists
Calendar and Appointments
- Adding Feedback via a calendar appointment
- Adding a New Calendar
- Connecting an External Calendar
- Syncing your External Calendar
- Subscribing to Another User’s Calendar
- Booking an Appointment on Behalf of another User
Campaigns
Chains / Sales Progression
- Archiving a Listing to complete a Sale
- Introduction to Chains
- Adding a Chain
- Viewing the Chain
- Viewing and Editing a Link
- Modifying the Chain
Common Record Features (Contacts / Listings / Properties)
Compliance
Contacts
- How to add a Contact in Rex
- Contact Relationships
- Adding Notes to a Contact Record
- Adding Tags to a Contact Record
- Filtering Contacts by Tags
- What are Match Profiles?
Data Import
Feedback
Frequently Asked Questions (FAQ)
Contact FAQs
Listing FAQs
Integrations
Leads
Listings in Rex
- Adding Note to a Listing Record
- How to create a Listing
- How to create a Lettings Listing?
- Preparing your Listings for Portals
- Marketing Overrides
- Using Marketing Overrides to mark a letting listing as 'Let Agreed'
Listing Compliance
Local SMS & Service Integration
Market Leads
Offers
- Introduction to Offers
- Adding an Offer to a Listing
- Sending an Offer Letter via Mail Merge
- Changing the status of an Offer
- Sending a Sales Memorandum
- Marking an Offer as Fallen
- Using the Global Add via Pocket
- Searching via Pocket
- Adding a Contact Via Pocket
- Adding a Property via Pocket
- Viewing Feedback in Pocket
- Accessing your Calendar in Pocket
Portal & Publication Settings
Properties in Rex
Referrals
- Introduction to Referrals
- Referral Privileges
- Merge Templates for Referrals
- Referral Categories
- Sending a Referral
- Track & Update Referrals