If you need to connect your contacts to a Dotloop transaction, follow the steps below.
Step 1:
Go to the Property you want to connect your contacts to, and click on the Contacts tab. Look for the contact you need to add to Dotloop.
Step 2:
Expand the contact by clicking on the drop-down arrow beside the name, and then click the Add to Dotloop option.
Step 3:
Update any of the missing information.
Dotloop Roles - Please note, Dotloop requires you to select one of their roles (you cannot use your Open To Close role).
If you have Personal Details filled out on the contact's record within Open To Close, they will auto-populate in the field boxes.
Street Name and Street Number - Dotloop splits the street name and street number into two fields.
Step 4:
Click the Add To Loop button.
