People
People
Understanding the People menu Home page shortcut TABLE OF CONTENTS People Solicitors Match Search Call Manager This is your contacts or peopl...
Fri, 26 Jul, 2024 at 4:23 PM
Click on the People menu to view your contact database. This is the home page of your contact database. TABLE OF CONTENTS Find a person Buyers Sh...
Thu, 25 Jun, 2026 at 4:09 PM
Open the People page and Click on the + button to add a new contact. (bottom right) New Contact The window for when you add a new contact The ...
Thu, 25 Jun, 2026 at 4:11 PM
This is the main screen for your Contact details. TABLE OF CONTENTS Edit window Name Company Known as Contact Autofill button Legal name Buyer ...
Thu, 25 Jun, 2026 at 4:12 PM
TABLE OF CONTENTS Phone and Email address Unsubscribed from marketing emails Undeliverable Validate email address Address Social media Groups...
Thu, 25 Jun, 2026 at 3:50 PM
People - Activity tab The Activity tab is a very important tab as it records all of the activities and tasks that you have done or will do for this c...
Thu, 25 Jun, 2026 at 3:49 PM
TABLE OF CONTENTS Target tab History tab Docs tab Changes tab Target tab Contact Target tab Click on the edit button to update your Buye...
Thu, 25 Jun, 2026 at 4:03 PM
People Filters toolbar Click on the Filters button to see the Filters toolbar where more Filter options are displayed. TABLE OF CONTENTS Filters toolb...
Thu, 25 Jun, 2026 at 4:14 PM
The people > Tools toolbar People Tools button. Click on the Tools button to show the Tools toolbar. TABLE OF CONTENTS Tools toolbar Make a Conta...
Thu, 25 Jun, 2026 at 4:16 PM
People - Buyers TABLE OF CONTENTS Buyer Buyer targets Match to properties Open your People screen and select the Buyers checkbox The Buyers ...
Tue, 19 Sep, 2023 at 5:52 PM