How to: Add a Contact

Contacts are clients who are willing to buy, sell, lease, or lease out a property (Buyers, Sellers, Tenants and Landlords). Follow these steps to ‘Add a Contact’

Step 1: Find Contact Zone

• Select Module (Sales, Leasing, CRM) and then Contacts

 

• Click Add New > Contact, which opens up a new Contact File

 

Step 2: Fill in the Contact Information

• Fill the Client's details in the Contact File

• Enter their Mobile number by first selecting the country code then entering area code and the number (for example UAE : 971-55-9381862). By clicking Add Phone, you can enter a second number

• Enter their Email 1 they want to use for correspondence. By clicking Add Email, you can enter a second email

• Assigned To: Assign the Contact to an Agent who will engage with this Client

Step 3: Test it out

• Click Save to successfully save it into Contacts. Now try to search the contact in the quick search like below