Managing Contacts

The Contacts page is your central hub for managing all your business-related connections. This guide covers effectively using our contacts page.

Contact Profile Information

Each contact contains comprehensive information organized for easy access and management:

Information available

• Full Name
• Contact Category (e.g., Seller, Buyer, Partner)
• Email Address
• Phone Number
• Physical Address
• Do Not Mail Status - Important for compliance with contact preferences
• Linked Deals - View all associated business opportunities
• Linked Properties - Access any properties connected to the contact
• Campaign History - Track all marketing campaigns the contact has received
• Active Follow-up Plans - Monitor automated engagement sequences

Managing Contact Records

Adding a New Contact

1. Click the "Add Contact" button
2. Fill in the required basic information fields
3. Add any additional details available
4. Save the contact record

Updating Contact Information

1. Navigate to the contact's profile
2. Click the "Edit" button
3. Update the relevant fields
4. Save your changes

Best Practices

• Regularly review and update contact information
• Document all significant interactions in the conversation threads
• Properly categorize contacts for effective segmentation
• Monitor follow-up plans to ensure timely engagement
• Check campaign history before adding to new marketing initiatives

Contact Privacy and Preferences

• Always respect "Do Not Mail" designations
• Update contact preferences immediately when requested
• Ensure compliance with data protection regulations
• Document any specific communication preferences in the contact notes

Tips for Effective Contact Management

• Use consistent naming conventions
• Regularly review and update follow-up plans