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 contacts database. This is the home page of your contact database. TABLE OF CONTENTS Find a person Quick filte...
Sun, 3 Mar, 2024 at 4:17 PM
Click on the New button to add a new contact . The window for when you add a news contact The only compulsory field is the Last name To add a Partner...
Thu, 16 Nov, 2023 at 12:46 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 ...
Mon, 12 Feb, 2024 at 9:08 PM
TABLE OF CONTENTS Phone and Email address Unsubscribed Email Address Social media Notes Type Phone and Email address Enter your contact Phone nu...
Fri, 26 Jul, 2024 at 4:32 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 cont...
Fri, 26 Jul, 2024 at 4:34 PM
Add a person to a Group using the Contact > Groups tab. Using Groups lets to group your contacts. TABLE OF CONTENTS Adding a Contact to a Group ...
Fri, 26 Jul, 2024 at 4:48 PM
Contact Target tab Click on the edit button to update your Buyers target requirements This option will default to your default Listing type Example ...
Mon, 12 Feb, 2024 at 9:09 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...
Tue, 24 Oct, 2023 at 1:45 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...
Sun, 18 Feb, 2024 at 8:31 PM