All of your contacts in Paragon will be migrated into Perchwell the week prior to each cohort’s access date.
After that date, contacts will not automatically update in Perchwell if changes are made in Paragon. This data migration includes all fields/inputs available in Paragon today, and these fields will appear on contact detail pages in Perchwell.
There are two important points to note in relation to contacts:
Approximately 20% of contacts across Baldwin MLS in Paragon today do not have email addresses. Unlike in Paragon, email addresses are required when creating contacts in Perchwell, as many client collaboration features involve emailing. This requirement ensures data integrity and smooth in-platform client collaboration.
In Perchwell, contact email addresses are not editable once a contact is invited to Perchwell.
Contacts missing email addresses in Paragon will nonetheless be imported into Perchwell. These contacts will appear on the “Contacts” page of Perchwell with the “Email” column empty. Unlike contacts that have already been invited to Perchwell, email addresses will be editable for these contacts.
Contacts missing email addresses will be excluded from any workflows that send emails from Perchwell, such as sharing a listing via email, sharing a saved search, sharing a report, and sending a message within Perchwell.
In the event that an email goes out to a client with an empty email address, you will receive the following message prompting you to add an email address to the client.