A journey is the working folder for the services you provide to one or more contacts. It brings progress, properties, milestones, offers, activities, and follow-through into one place.
How to start a journey
Click on Rae anywhere in the app.
Speak information about the Journey into Rae.
Submit your conversation to Rae and allow Rea to process.
Rae will process and provide a summary of activities completed.
If anything is missing, Rae will ask.
What you will see on the Journeys page
Each journey card shows the journey name, the number of activities, when it was last touched, the contacts attached, the owner, and any co-agents. Filter by Active, Closed, Archived, or All, or search by name or title.
Buy side and sell side
Buyer and seller journeys share several tabs and core features, but the information displayed and the way certain tools are used will differ depending on whether you are representing a buyer or a seller. Each article in this collection notes which side it applies to.
What your client sees
Clients see only the journey you invite them to, and only the parts of it that are client-facing.