Table of Contents

Contact Address

You can manage a contact's address in their contact record, whether it's a seller's listing address or a past client's mailing address. For leads, the address will be added automatically.

Add an Address

To add an address, click on a contact, and then go to the Details tab. Then click the Add Address button.

Here you can add the address and property details, including the contact's relationship to the home and your estimated value of the property.

  • Be sure to check the Set as Primary Address box if this is the primary address for this contact and you're adding multiple addresses. If this is the only address for this contact, the Set as Primary Address box will be checked automatically.
  • The primary address will also be displayed in the header section of the Contact Details Page.
  • You can also check the Set as Mailing Address box if this address is also a mailing address for this contact. It's okay if the primary and mailing addresses are different. While the mailing address is optional, a primary address should always exist if at least one address is available for the contact.
If the Mailing Address box is not checked, the address won't export, so as a best practice, we always recommend checking this box for a single address as well.

Edit an Address

To edit an address, click the Edit Address button in the Details tab of the contact record.

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Edit a Contact

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