Introduction to Contacts

Contacts are divided into 3 Sections (Databases) Clients, Agents and Network (Network Partners); Active Clients are the subset of Clients you are actively working with. These "Active Clients" appear under the subsection on the left, "Active Clients"

Contact Type	Description
Clients	This is your list of Contacts that are clients, who you may be working with as an "Active Client" or just have them as static clients (will be working with in the future, or have worked with in the past). A "Client" is someone you want in your CRM system that is business producing (buyer or seller in the past, present or future).
Agents	Agents are your local agents, and at a minimum should have First Name, Last Name, Brokerage Name, Phone Number and Email associated to them.
Network	Network or Network Partners are people that are industry-related, and that you either want in your system for easy reference, or you want to connect/associate them to Clients. An example would be a Mortgage Broker. A mortgage broker could be associated to a client as "Mortgage Broker" for better tracking of who clients use, etc.

Because most of your day-to-day interactions will happen with your Clients, Events and Tasks can be linked to a Client to help you keep track of all your interaction with that Client.

Besides having a handy list of Agents and their contact information, Agents can also be linked to Listing Showings and Buyer Showings so you can easily track your interaction with other Agents. Running late to a showing and want to notify the agent? Simply bring up the Event details to view the Agent's contact information.