This section will cover the tools available within Contact files. This includes how to create, manage, and what tools you will find within each file.
Contacts: Contacts can be anyone that you may have contact within for your business. Keeping Contacts in your account allows you to: - Identify contact type - Find vital information quickly - Link c...
Contacts may be linked to one property or multiple properties and a quick look at a contact will reveal the property or properties to which they are linked. There is no limit to how many properties a ...
Below is the step by step process on how to import a list of contacts. Important Details to Know: ** To Import you must use an Excel spreadsheet saved as a .CSV file ** If you are uploading a propert...
Tagging & Color Labeling You can add Tags and Colors your contact and property files to help you stay organized. Whether you tag a file as a hot lead or color a file to have employees work on just tho...
Once you have entered into a Contact or Property file on the right hand side of your screen you will see: Create Tags: Click into the ‘Add Tag’ field and start to type your tag then hit ‘Enter’. Yo...
This video will help you get familiar with Contact files in your account. This video will cover: - How to Add Contact to your account - General Layout of a Contact File - How to Group Contacts togeth...