Scale Consistency With Tracks | Rex Essentials #07

Think of Tracks as your digital morning routine — a set sequence of reminders and tasks that keeps your whole team on the same page, every time. In this session, Rex Customer Care team member Maisie breaks down everything you need to know about Tracks and Mail Merges in Rex CRM. 🔑 What we cover: - What Tracks are and why they'll save you time (hint: think workflows, not spreadsheets) - Pre-built Rex Default Tracks — your starting point if you're new to Tracks - Building a custom Track from scratch: task types, assignees, due dates, and colors - Auto-sending emails and SMS directly from a Track - Attaching Tracks to listings, contacts, and properties - Managing Tracks: deferring, editing, reassigning, and cancelling - Bulk reassigning reminders — perfect for leave cover or sick days - Internal approval reminders — blocking next steps until someone signs off - Rex Default email and letter merge templates 📌 Rex Essentials is a free 12-week training series designed to help real estate professionals get the most out of Rex CRM. New sessions drop weekly. 👉 Book a free demo of Rex https://www.rexsoftware.com/demo 🔗 Useful links: Rex website: https://www.rexsoftware.com Register for Rex Essentials: https://events.zoom.us/ev/AhnQFrXYme0FFJBdCra3q3j87dqdBLsF3Ohjzpz9qCaDJLJAeOoL~AqkIZdCpzOZ20nlTgDF5LuNkHJGgJNJnN16eFZ6JoaCMMyUc5LK36tUn6A 📲 Follow Rex: LinkedIn: / rex-software https://www.linkedin.com/company/rex-software/