It's important to be able to manage your contact roles since you may have to make changes to what is currently in your account. Below, you will learn how to add, edit, sort, and delete contact roles.

Adding Contact Roles

Before you add a new contact role, check to see if the role already exists in your account. If it's already there, but you need to make changes to it, you can always edit the contact role instead of creating a new one.

If what you need doesn't exist already, go ahead and create a new contact role. To start, head over to the hammer icon and click on Filters.

Image shows the hammer icon which is second from the bottom on the left side navigation menu. Filters is the third option down in the hammer icon.

You will automatically land on the Contact Roles page where you can add any new contact role to your account.

Type in the name of the role in to the text box and click on Add. This will add your new contact role to the list on the right side.

Image shows Contact Roles on the left side at the top. To the right is the text box with the Add button to the right of it.

If you want to make the contact role available inside the Agent Portal and Client Portal, click on the star to change it to purple. If the star is not purple, agents and clients will not see that role's contact information.

Image shows a box around the current contact roles with the star option on the left side between the six dots and the name of the contact role.

Pro Tip:

Use contact roles such as CC on ALL Buyer Emails, CC on ALL Lender Emails, or CC on ALL Escrow Emails, to use as a "catch-all" role to carbon copy people that are not on the contract such as parents helping their children purchase a home, lender processors, lender assistants, escrow assistants, etc. This helps prevent the need to create an unmanageable amount of contact roles.

Editing Contact Roles

It's important to look through your contact roles before you start adding new ones since you may find there is already one in your account that can be modified to what you need.

This is especially helpful if the contact role is currently being used. If you delete the contact role rather than edit it, you would have to go back through your account and edit every template, contact, etc. that had that contact role. If you edit it instead, it will automatically update the contact role name throughout your account.

To edit a contact role, make sure you are on the Contact Roles page. Find the one you want to edit and click on it. The contact role will change from a white background to a purple one.

Enter in the name you want to change it to, and hit the Return/Enter key on your keyboard. If you don't hit that key, it will not save your changes.

Image shows a cursor at the end of the contact role indicating you can type in additional information into it. Contact role name is to the right of the star icon.

Sorting Contact Roles

You can sort your contact roles by clicking on the six dots to the left of the star and dragging the role in to the position you need. This sorts the contact roles on the Contact Roles page only.

Image shows a box around the six dots to the left of the stars.

Deleting Contact Roles

To the right of every contact role is a trash icon that you can click on to delete the role.

Image shows an arrow pointing towards the trash icon which is to the far right of the contact role.

A pop-up will appear where you will need to type in the word delete before clicking on the DELETE button to finalize the action.

Very Important:

Deleting contact roles can cause a lot of issues in your account since it will remove the role throughout all of the templates, intake forms, transactions, etc. using that role. Be sure you are deleting the correct one as this action cannot be undone.

Image shows a box around the text box, which is directly above the Cancel and DELETE buttons. Cancel is on the left and DELETE is on the right.