A contact page has extensive functionality since it is one of the main pages in the client’s real estate CRM.
Contacts comprise pages with contact information of real estate agents, customers who are selling or buying properties, and partner real estate agencies.
On the contact page, users are able to create a new contact, or import and export, archive, or edit existing contacts. Users can only import contacts from, or export contacts to, CSV format files.
Users can also view contacts by type: active, archived, or duplicates. In addition, users have the ability to filter, sort, tag, and assign contacts to real estate agents.
Real estate agents can view each contact profile by clicking on a particular contact. On a contact profile page, users are shown extensive information on the contact, and actions that were taken to reach the contact.
Here users can schedule emails, and calls, create tasks, leave notes, assign leads to real estate agents, and create deals.