Creating Contact Connections

Step 1:

From your dashboard, go to the Contacts menu and click one of the contact users.

Step 2:

In the different sections of activities, select Connections.

Step 3:

Search the contact user you would like to associate with the current contact.

Step 4:

Once you have searched for the name, click contact user.

Step 5:

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

For example, Pam Beesly is the Lender and you’d like to associate Andy Bernard as her assistant for all of the transactions where Chris Griffin is a contact.