At Rayse, we want you to be able to share the entire experience of buying a home with your client. We call this a Journey. The journey is where your client will be able to see all the work you're putting into the consultation, tours & offers, escrow, and closing. They can also track all the meetings, phone calls, emails, travel time, and hours spent on the search for your client's new home. This article will talk about how to create a new journey!
How to create a new journey:
1. From your dashboard select the "+" button in the Your Clients section.
2. Create a new client, or selecting an existing client.
You can create a journey from 2 types of clients. Either a new client, or one you have already worked with.
To create a new client:
3. Select New User on the top of the slider.
4. Enter a clients name, email, phone number, and journey start date.
5. Select Save.
To select an existing client:
1. Select Existing User on the top of the slider.
2. Look up your client's name in the search box.
3. Enter the journey start date.
4. Select Save.
You have now created a journey for your client. You can begin adding activities and share with your client.