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People & Communication

Contacts

The Contacts page is your central directory for everyone you do business with — sellers, buyers, tenants, vendors, contractors, and partners.

Adding Contacts

Manual Entry

Select New Contact on the Contacts page to add a contact:

•Name (first or last), phone, email
•Company and contact type
•Tags — free-form labels like "seller", "buyer", "contractor", "VIP"
•Notes — any relevant context

Import

For bulk additions, open Super Import and drop what you have: contact lists, spreadsheets and message history. Every file you drop is kept.

Exporting your contacts as CSV is coming soon.

From Other Sources

Contacts also get added automatically when:

•An inquiry arrives by email or from a listing site

Searching and Filtering

The Contacts page supports:

•Search — by name, phone, email and more
•Type filter — tenant, vendor, lead and the rest
•Active and Archived — two tabs, so old contacts stay out of the way

Filtering by tag, status or deal stage is coming soon.

Status and score

A contact carries a status and a score, and the list speaks those rather than deriving anything from them.

•Status is one of five values the column itself enforces: new, active, inactive, do not contact, follow up.
•Score is a number your assistant can set. Nothing turns it into a label.

There is no hot, warm or cold label. One was shown once, worked out from the score and the last-contact date, and it was removed because nothing you had set actually said it.

Quick Actions

From any contact:

•Message — write to them by email (sending texts is coming soon)
•Edit and Send application… — in the ⋯ menu
•Deals — the tab with their associated deals

Calling from Doughy, and handing a contact to a specific specialist agent, are coming soon.

Deal Tracking

Each contact can be linked to one or more deals. From the contact detail screen:

•See the current stage of each deal
•View communication history related to the deal
•Track notes and action items
•See what your assistant has done for this contact
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