Contact Profile
View and manage a contact's information, deals, home properties, emails, calls, logs, notes, follow-ups, birthdays, anniversaries, and more. Everything you need to foster quality, long-term relationships with your clients in one place.
1. Top bar: back button (exit profile view), edit the contact name (rename), star or favorite the client
2. Contact photo and actions: upload a contact photo, add a note, send an email, click-to-call client, send sms/text message, log a call, and add a task. You can also upload files for a contact by creating a note, then attach/add files to the note.
3. Contact information: editable fields for contact information including phone numbers, email addresses, primary mailing address, company or job title, website and social links, contact group labels, acquisition lead source, family relationships and linked contacts.
4. Contact activity: history of all your client communications, interactivity and actions including tasks, notes with file attachments, email conversations, logged calls, and upcoming and completed tasks. Use the activity tabs to filter by the type of communication or action.
5. Upcoming activities: any upcoming tasks that are scheduled for the client.
6: Past activities: a month-by-month summary of past client interactions including notes, email conversations, logged calls, and tasks.
7: Profile options: delete or merge contact.
8: Contact reminders, deals and properties : set reminders for client follow-ups, birthday reminders, home anniversaries, and wedding anniversaries. Add lead opportunities and pipeline deals, track past deals, and add client properties with home information, property values and upload files.
You may also be interested in
- Add a phone number
- Add an email address
- Add properties and home details
- Add family members
- How to link contacts (or spouses)
- Delete a contact
Additional resources
How to make and receive phone calls or send SMS/text messages:
- On an iPhone or Android phone, the click-to-call and send an SMS/text message functions in RealOffice360 can be linked to use your phone's default dialer and messaging apps.
On a Windows PC, you can use the Microsoft Phone Link application to connect your iPhone or Android phone to your computer to make and receive phone calls, and send SMS/text messages from your PC. See the Microsoft website for instructions:
On a Mac computer, use the Apple Facetime application to connect your iPhone mobile device to make and receive phone calls, and send SMS/text messages from your Mac using Messages. See the Apple website for instructions:
- If you use a Virtual Phone Service (VoIP) such as Google Voice, AirCall, JustCall, or DialPad with click-to-call support through a web browser, you may be able to configure it as your default dialer app in RealOffice360 CRM.