Target List is your priority board for the people and accounts you sell to. It is not a separate list you build from scratch. Every client already in Rithm appears here, grouped by Importance—a rank from 1 (lowest) to 10 (highest). Think of Importance as “how much this account deserves…
Prospecting in Rithm helps you find new sales opportunities near a location, review each one, and either save it to your client list or discard it so it does not keep appearing. Saved prospects become contacts in Rithm with Type set to Prospect, so you can prioritize them, plan visits,…
The client list is your working directory of the people and accounts you call on. It is the same client data Rithm uses for scheduling, routing, Targets, and visit planning—whether you open it on the web or in the Rithm mobile app. Use this page to learn what the client…
Exporting clients downloads a spreadsheet file of the clients in your Rithm account so you can open them outside the app—in Excel, Google Sheets, Apple Numbers, or almost any spreadsheet tool. Think of it as a snapshot of your client list. Rithm gathers the clients you currently work with, arranges…
Sticky Notes are personal reminders you create for yourself in Rithm. Think of them like a digital sticky pad on your desk: a short note with a due date that helps you remember something you need to do—without tying it to a client record or scheduling a meeting. Tap the…
Rithm is the AI-powered outside sales platform built to help you know where to spend your time. It combines client management, smart visit planning, and day-of routing so you can focus on selling—not on rebuilding your calendar every morning. You can use Rithm on the web and on the RithmForSales…
Voice dictation on an iPhone lets you speak your notes out loud and have Rithm turn your words into text automatically. Instead of typing every detail after a call or visit, you can talk through what happened while it is still fresh—and Rithm writes it down for you in the…
Today’s Route is Rithm’s day-of field companion on the Schedule. When you start it, Rithm shows a focused Next Stop card for today’s client visits and meetings—who to see next, when, and where—so you can get directions and check in without hunting through the full day list. It is built…
Meeting Check-in is how you record what happened when you visit a client. Meeting Completion is how Rithm marks that visit as successfully done—so your schedule, client history, and Auto-Scheduler stay accurate. Think of it this way: In everyday use, these work together. When you finish a call, you open…
The Business Card Scanner helps you turn a paper business card into a Rithm client record in just a few steps. Instead of typing every detail by hand, you photograph the card (or, on the web, upload a photo), Rithm reads the contact information with AI, and you review and…