Account Control Panel User Guide

Add Contact

You can manually add contacts to your Contacts list. To add a contact:

 
screenshot for Add Contact
  1. From the admin dashboard navigate to the "Contacts >> Manage Contacts >> Add Contact" page.
  2. On the Add/Edit Contact page:
    1. Select a mode in the "Mode" field. Since this is a searchable field it's important to select a value in this field for a more robust contact management. Mode options are "unknown | Active Lead | Lost Lead | Current Client | Past Client". If you select Active Lead you can assign a rating in the "Rating" field. Rating options are "hot | warm | cold"
    2. Select an agent/user to assign the contact to in the "Assign To" field. You can also select if you want to automatically send an email notification with the contact's details to the agent/user.
      This option is only available if you are using a Team or Office plan and you have Admin privileges.
    3. Enter contact information in the General Contact Information fields.
    4. Enter email addresses, password, and status in the Emails and Login fields.
      Login email and password allows a contact access to secure, private, and personalized sections of your website. To send Secure Private Messages and Documents to a contact requires that the contact signs in to your website to access the contents of the message.
      Contacts who login to your website can also save listings, create listing alerts, and use many other personalized features.
    5. Select groups to assign contact to in the "Select Groups" field.
    6. Enter contact's phone details in the Telephone Information fields.
    7. Select contact's Preferences.
    8. If you want to also save values for your custom fields for the contact, click the extend icon in the Custom Fields header, then enter the values.
    9. Click the "Save" button at the bottom to save the contact.