This section will cover the tools available within Contact files. This includes how to create, manage, and what tools you will find within each file.
Contacts: Contacts can be anyone that you may have contact within for your business. Keeping Contacts in your account allows you to: - Identify contact type - Find vital information quickly - Link c...
Contacts may be linked to one property or multiple properties and a quick look at a contact will reveal the property or properties to which they are linked. There is no limit to how many properties a ...
Tagging & Color Labeling You can add Tags and Colors your contact and property files to help you stay organized. Whether you tag a file as a hot lead or color a file to have employees work on just tho...
Below is the step by step process on how to import a list of contacts. Important Details to Know: ** To Import you must use an Excel spreadsheet saved as a .CSV file ** If you are uploading a propert...