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 them as a Buyer or Seller
6. Click Save