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Working your contacts has never been easier, with your newly transformed contact details. Simply click on a contact and the contact summary and details will slide in, where you can view contact timeline and details, property info, and quickly take action by adding them to a group or campaign.

Dashboard

Here you can quickly see valuable contact details like when they last visited your site and what they’re looking for. You can also easily add them to a group or marketing, and manage reminders from here.

Timeline

See past and present details along with future reminders to stay up-to-date with each contact. You can filter by reminders & notes, emails, or all timeline actions. You can also quickly add a new reminder or note for your contact.

(info) If you want to see emails to/from a specific contact, simply select Email from your Timeline filter.

Details

View, add or edit the contact’s details. You can add social profiles, a secondary contact (e.g. family or friend), or update contact info. For a cleaner look and feel, you’ll only see the fields you have data entered; to see all the fields click Edit.

Properties

Keep track of your contact’s properties here. You can see their saved searches, viewed properties, saved properties, and sent listings. This is also where you can add or edit a contact's home address.

 

Additional Resources