People

People

People menu
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
People
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
New Contact
Open the People page and Click on the + button to add a new contact. (bottom right) The window for when you add a news contact The contact Last Na...
Wed, 20 Nov, 2024 at 4:28 PM
Contact Details
This is the main screen for your Contact details. TABLE OF CONTENTS Edit window Name Company  Known as Contact Autofill button Legal name  Buyer ...
Wed, 20 Nov, 2024 at 4:13 PM
Contact Details - tab
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
Contact Activity tab
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
Contact Groups tab
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
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
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
People Tools toolbar
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