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Managing Contacts

Adding a contact​

From the Contacts page, use the People view for individual contacts or the Organizations view for company records. Click New Contact and enter their details:

  • First and last name
  • Contact type
  • Organization
  • Primary email and phone, with type labels
  • Additional emails and phone numbers
  • License number, website, and social links
  • Address
  • Tags
  • Notes

You can also create contacts while adding someone to a transaction. The transaction contact drawer can search existing contacts, filter by organization, or open a quick create dialog.

Searching and filtering​

  • Search by name, email, phone, or company
  • Filter by type — Narrow to agents, attorneys, lenders, clients, or any custom contact type
  • Active only — Hide inactive contacts from the main list
  • Advanced filters — Filter by transaction usage, license status, and person/organization kind
  • Saved views — Save reusable contact grid configurations
  • Columns — Show, hide, reorder, resize, and reset table columns

The Contacts grid also supports inline editing for common fields such as name, email, phone, company, license, notes, type, tags, and active status.

Bulk actions​

Select contacts from the grid to:

  • Export selected contacts
  • Delete selected contacts
  • Merge two selected contacts

Deleting a contact marks it inactive. You can view inactive contacts by turning off Active only.

Importing contacts​

Click Import from the Contacts page to import from:

  • CSV Upload — Upload a CSV, map columns to contact fields, preview the import, choose duplicate handling, and run the import
  • Google Contacts — Connect Google Contacts, fetch contacts, select the rows you want, and import them

The CSV importer includes a downloadable template, recent import history, duplicate preview, import tags, and cancellation while an import is running.

Exporting contacts​

Click Export to download the current contact list as a CSV file. If contacts are selected, use Export Selected to export only those rows.

Contact detail page​

Open a contact to manage their full profile. From the detail page you can:

  • Change the profile photo
  • Edit name, organization, type, tags, emails, phones, address, and notes inline
  • Mark primary email and phone rows
  • Record SMS consent for phone numbers
  • Review related transactions and activity
  • Manage portal status for agent-style contacts
  • Review offers tied to that contact from the Buyer Offers pipeline
  • Open the portal tab to copy, open, resend, or revoke an agent portal link when one exists
  • Review portal activity and SMS/portal message threads for that contact

Most common edits happen directly on the detail page. Use Edit all fields when you need the fuller form for fields that still live there.