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November 2022 Release | New Home Screen, Customize Tables
November 2022 Release | New Home Screen, Customize Tables

Reach CRM Updates for November including redesigned Home page to give you a better experience

Brandon Crichton avatar
Written by Brandon Crichton
Updated over a week ago

New Home Screen.

Sometimes it takes a redesign to understand just how lacking the previous version was! As agents ourselves, we could not have agreed more. The Home page has been fully redesigned to include more detailed information, including critical information on Leads, Transactions and Tasks. We've also thrown in some widgets to help make your daily chores a bit more "Fun"

  • Upcoming Events on your calendar are nicely displayed chronologically

  • Commission and Sales highlights are featured across the top

  • Outstanding Tasks (with due dates) are right In-Your-Face!

  • Critical Leads that need attention are present as a reminder

  • Upcoming Transaction Info is easily visible (Subject Removal or Possession Dates)

Tables Are Now Customizable.

Anytime you interact with a table in Reach, you'll be able to customize that experience with column width, order and toggle on/off items you want in that table. Giving you a quicker and more targeted glance at information that you deem important.

Also, looking for information only within a specific column? Click the Filter icon to show the column filters to easily search within columns.

Property Types / Location EXPANDED

The "Property Type" and "Location" fields on a buyer's search criteria are now support multiple values, thus giving you a bit more detail to their needs. Additionally, you can add Property Types and Locations to any of a client's addresses, and to Listings and Transactions as well!

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