Add your first contact effortlessly and begin building meaningful engagement right away.
TABLE OF CONTENTS
Create New Contact
Manually adding contacts is ideal for walk-ins, phone inquiries, or one-off networking leads. Follow these steps to log a fresh profile:
Navigate to Contacts > Smart Lists and click the + Plus Icon at the top of the directory.
Input the core identity data: First Name, Last Name, Email, and Phone Number.
Select the Contact Type (Lead or Customer) and click Save to initialize the record.
Edit Existing Contact
Keep your database accurate by updating profile information as your client relationship evolves.
Click on any contact's name within your list to slide open their Contact Detail View.
Modify text fields directly in the left-hand Contact Info column.
Scroll to the base of the column and click Save to commit the changes to the database.
Delete an Existing Contact
To remove a record permanently, locate the contact row in your directory. Click the Actions Menu (three dots) and select Delete Contact. Warning: This action is permanent and deletes all associated chat history and files.
Create New Custom Fields
Need to capture unique data like a client's anniversary, preferred property type, or company size? Build a Custom Field.
Navigate to Settings > Custom Fields and click Add Field.
Select your input type (e.g., Text box, Dropdown, Checkbox, Date picker).
Name the field and assign it to the "Contact" folder. It will now appear on every contact profile globally.