Contacts Page Layout
Personal Details and Business Details - contact user personal and business information and it allows the customer to edit or update each contact.
Segmented Log of Activity - these are the contacts record of the contact user.
Notes - you can add notes for the contact user and this is where you can find all the recorded notes.
Emails - activity log of your email to the contact user that will be sent from the “Action Options.” If the contact user replied to your email, it will go directly to the mailbox/ inbox menu.
Texts - activity log for inbound and outbound text messages.
Calls - activity log for phone calls.
Lead Source - it allows you to track where the leads are coming from for this contact user (e.g. Facebook, FSBO, Direct Mail, etc).
Groups - the contact user can be assigned to any contact groups (e.g. Agents, Brokers, Escrow, etc).
Connections - it allows you to associate with another contact user and to be added to the property. This is a great feature that will help any OTC user identify the agent’s assistant, vendor’s assistant, relative, LLC member, or anyone associated with each contact user.
Client Portal - it allows the customer to automatically send a client portal invite when a contact is added to the property. The Client Portal tab is ONLY available to the Premium add-on.
Communication Options - to send email and text messages, and make a phone call.
Search Bar - to search the properties for this contact user.
Property List - this is the list of properties for which the contact user is or has been involved.
Trash Icon - to delete the contact user in your OTC system. If the contact user is connected to any of your property transactions, the contact user cannot be removed unless you delete it first inside the transaction.
Editing Contacts
Click one of the contacts that you’d like to edit.
Click one of the contact fields that you want to add or update.
Once the field turns purple, you can now enter the information you want to add and hit ENTER from your keyboard to save the changes.
