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Adding Contact Connections
Adding Contact Connections

This article will show you how to create connections between your contacts.

Kristina Patten avatar
Written by Kristina Patten
Updated yesterday

What is a Contact Connection?

You can create different connections with your contacts so that every time a specific contact is added to a property, any other contacts attached to them are added as well.

For Example:

If Brandi Adkins is a Lender you work with regularly and she has an assistant, Jo Meyer, that you want to be included on any new property you create with Brandi, add Jo as a connection to Brandi. Here's how to set this up.

Creating Contact Connections

Step1:

Go to the Contacts page and click on the name of the contact you want to add the connection to.

Step 2:

In the center of your page are all of the different sections you can use with your contacts. Find and choose Connections.

This will open a search option for you to find the contact you want to associate with the main contact. Once you have searched for the name, click on the contact.

Step 3:

Check the Add to property box to include the connected contact when your main contact is added to a property.

Pro Tip!

Continuing with the example above, if Brandi stops working with Jo, you can remove the connection they have by going back to the Connections section. Simply click the trash icon on Jo's connection card to remove them from Brandi's connection.

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