What Are Contact Roles?
Contact Roles help you organize your contacts and automate communication by assigning roles in different parts of a transaction.
Whenever you add a transaction, whether that be through an intake form or adding one manually, you will add the contacts associated with that transaction and label each contact with a contact role. Be sure to label your contacts with the appropriate contact role to help keep your transactions running smoothly.
If you have multiple buyers on a transaction, rather than creating a role for each one, you can create Buyer and assign it to any of the buyer contacts for that transaction.
When you go to create an email or text template, you can select the role of Buyer in the To: section.
It will automatically pull in the information for any contact with the Buyer role in the transaction.
It's important to know that changing the contact role for the contacts in the transaction doesn't change the contact's role in the contact database. Whatever role you assign the contact in the database will be the default role for that contact each time it comes into a new transaction.
When you add or change a contact role to a contact in the transaction, it will not change that role in the contact database, it will only change in that specific transaction.
Pro Tip: You can assign most of the contacts in the contact database with a contact role; however, there might be times where a contact is a Seller on one transaction and a Buyer on another. In those situations, it's okay to leave that contact's role blank in the contact database because you will be assigning it in the transactions. |
Contact Roles & Conditions
If you are using conditions, you can use contact roles to determine whether a task can be completed or if a trigger is ready.
For example, if you have a task to email the contract to the Title Company, you can create a condition on the task that says, IF Contact Role -> Buyer -> Exists in Property. If the condition is met, then the task will be queued for you to review the email.
If the condition is not met, meaning there isn't a contact on that transaction with the Buyer contact role, then the task will be locked. You won't be able to complete it until you add someone to the transaction with the Buyer role.
