This Quick Start Guide will help you get started with Rethink.
Initial Setup
Take some time to go through the following help articles to finish setting up your user profile. After reviewing these articles, you will be able to:
- Access your Rethink organization
- Install and access Rethink on your mobile device
- Update your personal settings
- Create and customize your email signature
Knowledge Base Articles
Navigating Rethink
Now that you have access to your account and have updated your personal information, let’s get started with how to navigate Rethink! After going through the articles in this section, you will be able to:
- Understand how to maximize use of your home page
- Log Activities: Calls, Tasks, and Calendar Events
- Access and manage your tasks
- Add companies and contacts
Knowledge Base Articles
Managing & Closing More Deals
Now, let’s get to the most important part of your business: deals! Review the articles below to learn how to manage your deals all the way to close. After going through the articles in this section, you will be able to:
- Create a Deal
- Leasing
- Investment Sales
- Add co-brokers to a deal
- Add Properties and Spaces/Units
- Prospect from GEOsearch
Knowledge Base Articles
- Create a Deal
- Leasing: Landlord Rep; Tenant Rep
- Investment Sales: Seller Rep; Buyer Rep
- Adding Colleagues & Contacts to a Deal
- Creating Properties in Rethink
- Creating Spaces/Units in Rethink
- Prospecting with Call Lists
Need Additional Help?
Visit our Help Center for additional resources, or contact Product Support at rethinkcrm@buildout.com
