At the top of each page of your system, you can use the Contact Search Bar to quickly and easily search for contacts by name, email, or phone number.
When you begin typing in this bar, a drop-down menu will appear with suggestions. Click on the contact you're searching for when they appear and you will be taken directly to their Contact Summary Page.
All Contacts Search
By default, the Contacts view provides a basic contact search form that enables you to find contacts by name, phone number, email and status. The form includes a More Search Options toggle that enables you to search on additional contact fields such as contact type, groups, comments, and history.
In the contact search form, enter or select a value for one or more of the following:
Name or partial name in the text input box.
Then click Search.
To see the advanced search options, simply expand the More Search Options link.
Image Removed Enter or select values to refine the search; you can search by the last activity, groups, contact type, phone number, listing alerts, campaigns, and more.
Once you've selected your search criteria, click the Search button.
To clear all search criteria, click Reset Search.
To do a more advanced contact search, hover over the Contacts tab, and select AllContacts. Here, you will see all of the contacts in your database, and you can sort and filter to find just the contacts you're looking for.
Sorting Your Contacts
You can sort your contacts by name, last activity, budget, status, and more. Use the Image Addedto reverse the order of your sort.
You have two default searches to quickly identify contacts who need follow-up:
Follow-up Needed: Contacts that have requested a follow-up (e.g. a new lead, requested a CMA, or requested information on a property)
The red bell Image Addedindicates a contact that has a follow-up due. For example, they requested info about a property, or requested a CMA on the sell page of your website. You can "clear" the follow-up by sending an email, or adding a note to the contact's history - both of which can be done right from your All Contacts dashboard!
If a contact has a follow-up due (red bell) AND a reminder due (blue bell), the red bell will supersede the reminder. Once you clear the follow-up, the reminder count will show.
Contact Search Filters
To filter your contacts, click the Filters button Image AddedHere, you can search by name, email, groups, contact type, status, phone number, campaigns, and more.
You may notice some new & improved search options:
Phone & Mailing Address Exists: Now you can easily filter on contacts that have a phone number and/or mailing address. This is especially helpful when making a call list, printing labels, or creating a group for a mailer.
Email Address Status: Use this filter to identify which contacts have subscribed to – but are no longer on – an active campaign or listing alert, and then quickly add them to a new campaign or automated listing alert. You can also target users who have unsubscribed from alerts or campaigns and use it as an opportunity to reach out. If you notice a spike in unsubscribes, it may be time to evaluate your marketing content.
Referral Info: Quickly identify top referral sources in your database, simple search allows you to type a portion of the referral info.
Open Follow-up Requests: Use this filter to identify your hot leads requiring you to follow up (e.g. requesting a CMA or requesting information on a property).
Marketing Filters: Filter based on which contacts have saved a listing search (with no alert) or are on campaigns, groups, and Market Insider. This makes it easy to identify who you need to add to an active campaign or update a listing alert – which can be done right from the new dashboard!
Dates:Ready to make a call list based on contacts that haven’t been to your website in 6 months? Or connect with clients you haven’t reached out to in the past year? Identify who you should engage with based on:
Contact Created – when the contact was created or entered in your system
Last Contact – when you last reached out and noted the record
Contact Last Active – when the contact last engaged with you or your website
Once you apply filters and search, you will see the filters applied; to clear the filters, click the Clear Filters link.
Image Modified The system will automatically reset the search criteria when you leave the contact search section of your system.