Tap on contacts in the navigation pane on the left to display list of all contacts.









To add or edit contact information:

 

Tap on the add button on the top-left. Enter the last name of the contact and tap save. 









Once this is done, a new contact will be created and you can fill out their details.

  • Contact photo – Tap to add a photo for this contact

  • Status – mark a lead with various tags.

  • Convert to client – tap this button to convert contact to client.
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  • Interested in - Tap to select the listings this contact is interested in. Multiple listings can be selected.
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  • Offers made - If this contact is associated with an offer, the offer amount will automatically be displayed here. Tap the offer to open further details.
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  • Name and address - Use this to enter name and address of the contact
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  • Contact Information - Use this to enter information contact details such as email and phone no.
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  • Personal Information - Use this to enter information such company, job title, birthday, anniversary and income.
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  • Social profiles - Use this to link social profiles such as facebook, twitter and linkedin