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Managing your Contacts

 

 

The Homes.com Connect database keeps track of all of your contacts, including current and past clients.

 

Editing, Adding, and Deleting Contacts

To edit, send email, launch campaign, or delete a contact record, click on the gear icon in the top right corner of the contact to get the drop down menu.

To add a new contact record, click on the Add New button. 

 

Within the contacts application you have the ability to Edit Details for the contact, select contact categories, create a Buyer Profile, start a CMA or Buyer Tour, as well as enroll them in campaigns and make notes for that contact.

You can get as detailed as you need within your Contacts list.

 

You can even enroll your clients in campaigns:

 

Or create their Buyer Profile and set their contact and listing preferences:

Have Questions? Just Ask!

 

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