When editing or adding Contacts, there are many optional sections where you can add additional information about the person. The more information you can add, the more likely you can effectively help your client in whatever way possible. You can search across your Contacts database on many of these fields. Here, we describe each section of the contact profile and why it matters as an agent or broker.
This section includes the most basic information about the client, like their name and how to contact them. It also includes the contact assignment. This is where you can information like if the client is buying or selling, the status of the contact, and which agent is assigned to the contact.
The contact details section includes areas to add important information about the client's timeline for moving. You can also include information about their current housing situation and their price range, to give the agent a better understanding of what the client will be looking for.
Here you can put in the current address of the client, as well as the company they work for. This can be useful if you need to mail anything to the client.
Here you can change a client's email preferences. You can send them Daily Rental Search Email, Daily Sales Search Emails, or Campaigns and Newsletters emails. You can also create a new kind of email to be sent to them. You can do this by clicking "Add additional emails." It is important that the settings are tailored for the email preferences of the client - you don't want to overwhelm with emails that aren't helpful!
In this section, you can add some miscellaneous information about the client, like where they heard about your brokerage or their birthday.
This section will detail the history of this contact record. It will note things such as when the Contact was created, who created it and any dates where information was changed.
How does this differ for agents?
Contact profiles are viewable by Admin, Broker, and Agent level users.