Resources
Guides, templates and training for B2B revenue teams
Practical material for founders, sales leaders, marketers and operations teams.
Help center
Find answers by topic. Click a question to open it.
Getting started
Create your account and log in
Click Start free, enter your name, work email, company name and a password of at least 8 characters, then tick the Terms box. Open the confirmation email from ReachIQ in the same browser and click the link. You can then log in with your email and password. Your company gets its own private account; nobody outside it can see your data.
Import your first CSV
Go to Settings > Import & export. Choose what to import into (Contacts, Companies, Deals or Leads), click Import and pick an Excel or CSV file whose first row holds column names. Columns such as Name, Email, Phone, Company and Title are matched automatically, and you see a preview before anything is saved. Rows with an invalid email, or already in your CRM, are skipped and counted. Up to 5,000 rows per file. Every upload is recorded in Settings > Import history.
Invite your team
Go to Settings > Users & teams, enter a full name and work email, choose Sales rep or Admin and click Create user. They appear as Invited until they sign up with that email; then they join your company and show in every owner list. You can cancel an invite any time.
Complete the start guide
Open Start guide from your profile menu or Settings > Start guide. It lists seven steps, from your profile to your first report, and ticks them off as you go. You can also take the product tour from the ? Help menu in the top bar.
Leads and contacts
Lead status and score
Each lead has a status (New, Contacted, Qualified or Unqualified) and a score from 0 to 100, shown as a bar in the list. Change either on the lead page or with bulk edit. Use the filters or the Hot leads tab to focus on the best ones.
Saved views and filters
In any list, set filters such as owner, created date, last activity or status, then click Add view to keep them as a tab. Saved views are kept in your browser.
Merge duplicates
In Leads, open the actions menu and choose Manage duplicates. ReachIQ groups records that look the same, by email or name, so you can review and merge them. Duplicate management is part of the Professional plan.
Convert a lead
Open the lead, click Actions and choose Convert to contact & deal. A contact and a deal are created from the lead, and its activity timeline comes with them. Deals need the Starter plan or above.
Deals and pipeline
Move deals on the board
Open Deals and switch to the board. Drag a deal card to another stage, or change the stage on the deal page. Totals for each stage are shown at the top of its column. Deals are available on Starter and above.
Probability and weighted value
Each stage has a win probability. A deal's weighted value is its amount multiplied by that probability, shown on the deal page, so a large deal at an early stage counts for less in your forecast.
Add documents to a deal
Open the deal and find the Documents card. Drop a file onto it or click to choose one, such as a proposal, contract or quote. Files are private to your company.
Record a lost reason
When a deal is lost, move it to Closed lost and fill in Closed lost reason on the deal page. The Lost deals by reason report then shows why deals are being lost.
Activities
Create and complete tasks
Use + Create > Task, or the Task tab on any record. Give it a title, due date, priority and owner. Tick it off in the Tasks list or on the record. Tabs show tasks due today, overdue and upcoming. The Free plan includes 3 tasks.
Log a call
On a record, open the Call tab and record the direction, outcome, duration and notes. Calls appear in the activity timeline and the call reports. Calling is part of the Enterprise plan.
Log a meeting
On a record, open the Meeting tab, or use + Create > Meeting. Add the title, date, time, duration, location and attendees. Today's meetings appear on your Home page.
Notification settings
The bell in the top bar shows overdue and due-today tasks, meetings starting today and deals closing within seven days. Choose what you are told about in Settings > Notifications.
Reports
Standard reports
Open Reports to see ready-made reports on deals, leads, contacts, companies and activities, grouped by category. Each shows a chart and a table with each item's share of the total.
Build a custom report
In Reports, choose Custom report. Pick a data source, what to measure (count, sum or average) and what to group by, add filters, and save it. Custom reports are part of the Professional plan.
Analytics page
Analytics shows revenue against your monthly target, the funnel from lead to closed won, closed won by rep, leads by source and call outcomes. Set the revenue target in Settings.
Copy a report as CSV
Open any report and click Copy as CSV, then paste into Excel or Google Sheets. To download whole tables, use Settings > Import & export > Export.
Settings and security
Users, teams and seats
Admins add and remove users in Settings > Users & teams. Teams, roles and seat management are part of the Enterprise plan. Only admins can change roles, and nobody can make themselves an admin.
Audit log
Settings > Audit log records every record created, changed or deleted, with who did it, when and what changed. The audit log is part of the Enterprise plan.
Privacy and consent
In Settings > Privacy & consent, turn on legal basis tracking for contacts and set your consent text and cookie banner. These tools are part of the Enterprise plan.
API keys and webhooks
Admins create API keys in Settings > API. A key is shown once, so copy it straight away. Every call is listed with its result. Keys allow 120 calls a minute and 10,000 a day. Webhook delivery is coming soon.
Plans and support
Free trial and plans
Every new account starts on the Free plan, a 14-day free trial with limits (for example up to 3 users, and 50 leads, contacts and companies). A banner shows how many trial days are left. When the trial ends or a limit is reached, upgrade in Settings > Account & billing to keep adding records. Nothing is deleted.
Contact support
Email support@reachiqcrm.com, or copy the address from the ? Help menu in the CRM. Tell us your company name, your Account ID (shown in Settings > Account & billing) and what you were doing when the problem happened.
Start guide
Seven steps to a working CRM
The same checklist new accounts see in Settings, ticked off as you go.
- 1
Complete your profile
- 2
Import contacts and companies
- 3
Add your first deal
- 4
Invite a teammate
- 5
Log a call or meeting
- 6
Create a custom report
- 7
Set your revenue target
Glossary
CRM terms, explained simply
Lead
A person who has shown interest but is not yet qualified.
Contact
A person you have a relationship with, linked to a company.
Company
An organization you sell to, with its contacts and deals.
Deal
A sales opportunity with an amount, stage and close date.
Pipeline
The ordered stages a deal moves through until it closes.
Weighted value
A deal amount multiplied by its win probability.
Lead score
A number from 0 to 100 showing how promising a lead is.
Saved view
A list with your filters and sorting saved as a tab.
Property
A field on a record, such as industry or lead source.
Audit log
A history of who created, changed or deleted what.
Webhook
A message ReachIQ sends to another system when something happens.
Static segment
A fixed list of records you choose by hand.
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