ReachIQ Fundamentals

About this course

A practical introduction for new users. By the end you will be able to manage leads and accounts, run your pipeline, stay on top of follow-ups and read the core reports. Each lesson takes about 20 minutes.

Lesson 1: Finding your way around

• The Home page: key numbers, revenue against target, tasks and meetings.
• The sidebar: Leads, Contacts, Companies, Deals, Tasks, Meetings, Calls, Reports and Analytics.
• The top bar: search, Create, calling, help, settings, notifications and your profile.

Lesson 2: Leads

• Adding a lead and importing a CSV.
• Lead status, source, score and owner.
• Filters, saved views and sorting by created date.
• Converting a lead to a contact and deal.

Lesson 3: Contacts and companies

• Linking contacts to their company.
• Reading the record page: key information, record summary and timeline.
• Adding stakeholders, tickets, payments and documents.

Lesson 4: Deals and the pipeline

• Creating a deal with amount, close date and stage.
• Moving deals on the board.
• Probability, weighted value and closed lost reasons.

Lesson 5: Tasks, calls and meetings

• Creating tasks with due dates and priorities.
• Logging calls with direction, outcome and duration.
• Logging meetings and creating follow-ups.
• Using the notification bell for overdue items.

Lesson 6: Reports and analytics

• Browsing the 21 standard reports.
• Building a custom report with a data source, measure, group and filters.
• Reading the analytics page and copying reports as CSV.

Practice exercise

Import ten leads from a spreadsheet, qualify three of them, convert one into a deal, log a call and a meeting against it, then build a custom report showing your deals by stage.