Rex UK Functionalities

Address & Postcode Lookup

• Address & Postcode Lookup

Address Display Overrides

• Address Display Overrides

Calendar and Appointments

• Adding a New Calendar
• Connecting an External Calendar
• Syncing your External Calendar
• Subscribing to Another User’s Calendar
• Interacting with the Calendar Interface
• Adding Appointments to the Calendar

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Campaigns

• Introduction to Campaigns
• Adding a Campaign
• Adding Records to the Campaign
• Adding to Campaigns from a Record
• Logging Activity & Updating Status
• Alternative Workflows

Chains / Sales Progression

• Introduction to Chains
• Adding a Chain
• Viewing the Chain
• Viewing and Editing a Link
• Modifying the Chain

Compliance

• ID Verification
• Anti-Money Laundering Check
• Substantiation Checks

Frequently Asked Questions (FAQ)

• Calendar
• Listing Records
• Mail Merges from Rex

Leads

• Setting up Leads for UK Portals

Listing Compliance

• Introduction to Listing Compliance
• Managing the EPC
• Generating the EPC Chart
• Adding the EPC Chart to your listing
• Setting up the EPC Integration

Local SMS & Service Integration

• Local SMS & Service Integration
• Setting up the SMS & Service Integration
• Sending SMS via Local Service

Market Leads

• Introduction to Market Leads
• Creating Market Leads
• Viewing your Market Lead
• Editing the Information Tab
• Editing the Right-hand Sidebar

Offers

• Introduction to Offers
• Adding an Offer to a Listing
• Changing the status of an Offer
• Generating a Sales Memorandum
• Marking an Offer as Fallen
• Locking an Offer Status

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Referrals

• Introduction to Referrals
• Referral Privileges
• Merge Templates for Referrals
• Referral Categories
• Sending a Referral
• Track & Update Referrals

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Schedules Messages

• Introduction to Scheduled Messages
• Viewing Scheduled, Sent & Failed Messages
• Scheduled Mail Merges and Bulk Mail Merges
• Scheduled Newsletters
• Scheduled Tracks and Reminders