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Add a Contact

Contacts are divided into Clients and Agents. Both of these are created from the Contacts page. Although there is a separate page for Leads where Leads can be created, Leads can be created from the Contacts page as well.

Create a Contact

  1. In the sidebar, click on Contacts
  2. By default, your list of Clients can be seen. If you want to create an Agent, make sure to toggle to Agents view first
  3. Click the + Add button
  4. Fill in the appropriate details for the Client or Lead
  5. If you want to make a Lead, simply mark the Client as a Buyer or Seller and select the appropriate temperature (Temp ratings will put the lead in a Hot, Warm or Cold table on the Leads page, allowing you to better classify and manage them)
  6. Click Save