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How to set up, create and manage your listings in Rex Reach

This guide explains how to set up a listing sync between your CRM and Rex Reach, how to locate your synced listings, and how to manually create a listing if needed.

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Written by Rex
Updated over a week ago

1. Setting up listing sync

If you use Rex CRM

  1. Open Rex Reach and go to Integrations via the top-right navigation menu

  2. Select Connect Rex CRM

  3. Enter the same email address and password you use to log in to Rex CRM

  4. Select Connect

Once connected, your listings will begin syncing into Rex Reach. This process usually takes between 30 minutes and a few hours for all listings to appear.

Important: If you change your Rex CRM password at any time, your listing sync will disconnect. You will need to return to the Integrations page in Rex Reach and reconnect.

If you use a different CRM

If you are not a Rex CRM customer, Rex Software will coordinate with your CRM provider to set up the listing sync. This process is handled for you, and you will be notified once the sync is complete and your listings are available in Rex Reach.

2. Locating your listings

Once your sync is active, you can view your listings during the campaign creation flow.

  1. Go to the Campaign Overview screen

  2. Select Create a new campaign

  3. Choose Advertise a listing

  4. Select Let's get started

You will now see a list of your available listings. These will include listings synced from Rex CRM or your external CRM provider.

3. Creating a listing manually

If a listing is ready to advertise but has not yet synced, you can still proceed by adding it manually.

  1. In the listing section step, select Add new listing

  2. Copy and paste the listing information from your CRM into the fields provided in Rex Reach

  3. Select Create

After you create the listing, it will appear in your list and you can proceed with the campaign creation process.

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