The Contacts Menu allows you to create or search for a Client Contact or Team. You may also use the Contacts Menu to search for individual Realtors, Brokerages or Member or Brokerage Rosters.
Using the Contacts Menu:
Select Contacts from the REALM menu bar at top of the page.
To create a new client contact:
Click the Action Button and select Add New Client. Complete the form to create a new Client Contact.
To Access existing contacts:
SEARCH: Use the search bar to search for your contacts by name. You can search for active, inactive, or disabled clients using the provided filters.
SCROLL THROUGH YOUR CONTACTS LIST: You can review your contact list in either a List view or a Table view by using the buttons at the top right hand corner of the Contacts tab.
BULK EDIT YOUR CONTACTS: If you need to make the same changes to more than one client, you can use the Bulk Edit function.
Click the Bulk Edit button then choose the contacts to be changed using the appropriate check box.
Choose your desired change using the Bulk Edit Manage Drop Down provided at the top right corner of the Contacts tab.
In your clients' Contact Card, you can conveniently access or share saved searches, lists, CMAS, and documents. Additionally, you can check out the History tab to see the listings your clients have explored over the past 30 days and use the Notes tab to view any notes that have been added to their listings of interest.
Members/Brokerages/Teams
You can search for other Members/Brokerages or a Team by selecting the drop-down under Clients
Teams
Set up or view a team of agents to communicate with the entire group, or share clients to make communication quick and easy. To learn how to create a Team, view the article HERE.
Members
Within the Contact section, search for any Agent in your Real Estate Board by typing their name in the Omni search bar or scrolling through the list of agents.
Once you have found the agent you are looking for, you can view their contact information, send them an email, and even keep notes about anything you would like!
Brokerages
Search for a Brokerage, view the contact information, board, and brokerage members.
To learn more about Member or Broker Rosters, please view the article HERE.