To begin, navigate to the People tab located on the left side of your screen under the "Data" dropdown. Here, you'll find the pink "Add Person" button at the top right corner. Click to add a new contact.

Bonzo will prompt you to assign the new contact to a team member. Select the appropriate assignee from your team to ensure the contact is managed by the right person.

Next, you have the option to assign them to an existing Campaign or Pipeline Stage If you choose not to assign these options immediately, the contact will simply be added to your database without these additional specifications.

Finally, enter the core details of your contact. Bonzo provides multiple tabs for additional information, allowing you to comprehensively populate the contact's record.

Once all pertinent information is entered, simply click "Save" at the bottom right of the screen to finalize the contact addition.

While adding contacts one by one is straightforward, it can become time-consuming if you have many contacts to add. For a more efficient process, consider using the import feature. This allows you to upload an existing database from spreadsheets or CSV files directly into Bonzo, streamlining the process and saving valuable time. This method is especially useful for integrating large volumes of contacts quickly and accurately into your system (see next section for details).

To begin the import process, navigate to the "Import" nested under the "Data" dropdown in your general tab.

Here, you'll start with step 1 of the 4 step import process as outlined at the top of the page.

The upload step allows you to drag and drop or click to upload your database spreadsheet into Bonzo. You can also assign the imports to a specific campaign or pipeline, although this is step is optional and can be completed once your contacts are imported to Bonzo.

After you upload you database spreadsheet into the blank field, you'll see additional options appear. Pay particular attention to the first two boxes, as they will affect both the mapping and import of your data into Bonzo.

Next, you'll need to map your fields, ensuring that each column in your file aligns correctly with the corresponding data fields in Bonzo. Verify that information such as first name, last name, and email address match up appropriately.

If a line doesn’t match or is coming up blank, you can search through Bonzo’s field for the appropriate match.

Once everything is properly mapped, proceed to the next screen to adjust your import settings.

On the Settings page, you can choose to share the imported contacts with specific users, tag them with relevant labels, or assign them to designated team members. These settings allow for streamlined organization and distribution of your imported contacts, but these actions can also be taken in your People tab post import.

After confirming the settings, click "Next" to proceed to the Summary page.

On the Summary page asks you must confirm the import details and attest that the data has been scrubbed against the DNC list. Once these boxes are checked, click the "Import" button in the bottom right to officially initiate the import of your data into Bonzo.

Depending on the size of your file, the import process may take a few moments. You'll receive an email notification once the import is completed, or you can monitor the progress directly on the import page.

Once finished, your imported contacts will be seamlessly integrated into your People tab within Bonzo, ready for further organization and action.

The simplest method to create tags in your People tab is use the "Manage Tags" icon from the Quick action toolbar. To create a new tag, type it into the field, select it (indicated by a black checkmark), and click update.

Adding or removing tags for individual contacts is also straightforward—simply navigate to a contact's record, scroll down on the right-hand side, and click the plus or x next to the respective tag.

When editing a Pipeline stage, you are able to establish an automation that tags contacts when they enter the pipeline stage. Simply click on the three vertical dots or breadcrumbs next to the pipeline stage, then click "edit." In this new vertical view of the pipeline stages, click on the pencil icon and you will see the Tags dropdown.

Remember to hit "Update" after creating a new tag or selecting an existing tag. It's important to note that Bonzo will not automatically remove or replace tags. If a contact already has a "Pre-Approved" tag and then gets another tag when entering the "Loan Set-up" stage, both tags will remain on the contact until they are manually removed.

Lastly, you can add tags on import from a CSV file or from an external CRM (HubSpot & Pipedrive) before contacts are brought over into your Bonzo account. This ability is found in "Step 3 - Adjust your settings" during the import process.

It's important to note, this tag will be applied to all contacts during the import process and cannot be assigned individually to specific records using this method

To access it, simply go to your People tab, nested under "Data," and click on the "Filters" option at the top right. Here, you'll find a range of quick filters corresponding to columns in your People tab, such as campaigns, tags, and status.

For more precise filtering, you can click on "Advanced Filters." In the Advanced Filters section, you can add new filters by specifying the column, condition, and value criteria.

Bonzo offers extensive options for filtering based on various data points, empowering you to tailor your search precisely to your needs. For example, you can filter contacts by interest rate, state, loan type, or lead source, among other criteria.

Once you've set your filters, Bonzo will immediately pull up contact records that meet your specified conditions.

You can further refine your search by adding multiple conditions to narrow down your results.

Once you've customized your search material. Click "Save as new view" to save this as a custom list at the top of your navigation bar.

To enter Communication view, from your "People" tab nested under the "Data" dropdown, and then click on a contact record.

Here, you'll find a comprehensive overview of your communication history with this contact, including their responses and any actions you've taken, such as moving them to a campaign or specific pipeline stage.

You can easily reach out to the contact through SMS or email directly from this interface (bottom left). Additionally, you have the option to call them or leave a voicemail using the same screen (top right).

When sending a text or email from the Communication tab, you can simply type in your message in the empty box at the bottom of the screen. If you click the icons beneath your message, you can access videos, gifs, or emojis for your text. You can also pull design assets in from Bonzo Brand Lab, add attachments, and select messages from your quick replies templates. For emails, you will have an option to attach your custom signature.

You can schedule your SMS or email to be sent at a specific date and time by clicking the down arrow next to the pink send button. Additionally, you can choose whether the message will be sent as "Me" (from your current logged-in account) or "Owner" (from the person assigned to the prospect).

When you start a call from the Communication tab by clicking on the call icon (top right), you'll be presented with options to create a pre-recorded voicemail and a text message to leave if your contact doesn't answer. Clicking "continue" will then initiate the call.

After the call ends, you'll be prompted to choose a disposition for the call. At the bottom of the screen, you'll see options where you can select to send your pre-recorded voicemail or pre-written text message.

Utilize the "Note" feature to add any relevant information to the record and leverage the "Summarize" function (a tokens-based feature) to generate a bulleted summary of the conversation thus far.

Also in this section, you can mention one of your team members by using the @ symbol and typing your teammates name. This will give your teammate shared access to the contact and send them a notification to view this note.

On the right-hand side of the screen, you'll see a high-level overview labelled “Prospect Data.”

Here, you can edit and update their information, assign them to an active campaign or pipeline stage, add tags, share them with team members, or designate loan contacts like co-borrowers, buying agents, or listing agents.

It's worth noting that for these assignments to be made, the contact must already exist in your database. Additionally, buying agents, must be marked as "realtors," which can be achieved by navigating to your people tab, selecting the realtor contact record, clicking on the "+" symbol on the quick action toolbar, and selecting the option “Mark as realtor.” For listing agents, ensure that the 'Listing agent as realtor role' toggle is enabled in the Company tab.

From your dashboard, navigate to the "Messaging" dropdown, and click on the "Anniversary Messages." Here you'll find settings for both your Birthday and Loaniversary messages.

Within these settings, you can craft messages that will automatically send at noon on the respective dates.

Each type of message—email, SMS, and voicemail—can be individually customized with merge tags and saved. For instance, you might set up an email, a text message, and a voicemail that will all reach your contacts at noon on their respective birthdays or loanaversaries, or maybe you’ll choose to send just one type of communication.

It’s important to note that automated birthday and loaniversary text messages and voicemails incur a token cost when they are sent out. For more questions about tokens, please contact your team lead or navigate to the billing section in your “Company tab.”

To access the Realtor Portal in Bonzo, navigate to the "Data" dropdown on your navigation sidebar and click "Realtors."

Clicking on an agent's name allows you to access their profile for managing communications and notes.

Utilize the portal's search and filter functions to locate specific agents quickly.

To add realtors, either use the "Add Realtor" button within the portal or mark a contact as a realtor from the "People" tab under "More Actions." This streamlined interface enhances management and collaboration with realtor partners and their clients.