Contacts Overview

Manage your real estate database from your Contacts page


1. Actions:

  • Import or sync your contacts
  • export contacts
  • customize groups
  • setup lead capture
  • print mailing labels
  • manually add a new contact. 

2. Header: filter your contacts by group or starred/un-starred.

3. Multi-select contacts by checking the box next to their name to star, group, send email*, or delete batches of contacts all in one go!

4. Column headings: click sort your real estate contacts database by name, pipeline, group, follow-up date, birthdate, and home anniversary.

*Emails can be sent to up to 20 contacts at a time. For emails to larger groups we recommend using Mailchimp instead.

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