How to Manage Contacts

Finding Contacts

1. Click Contacts in the sidebar

2. Use the search bar to find a specific contact

3. Browse the list to view all contacts

Viewing a Contact

Click on any contact in the list. You’ll see:

• Name, email, and phone number

• Assigned agent

• Notes

• Open houses they attended, along with the answers they provided at those open houses

Editing a Contact

1. Open a contact

2. Click the edit icon (top right)

3. Update the contact details

4. Save your changes

Adding Notes

1. Open a contact

2. Enter a note in the Add note field

3. Click Create Note

Result

You can view, update, and manage all your open house leads from the Contacts page.

Notes

• Contacts are automatically created when visitors sign in

• Each contact shows a history of open houses attended

• Notes help you track conversations and follow-up