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

See all 9 articles

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

• Introduction to Chains
• Adding a Chain
• Viewing the Chain
• Modifying the Chain

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
• Marking an Offer as Fallen
• Locking an Offer Status
• Settlement Statement Process

See all 7 articles

Referrals

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

See all 7 articles