Steps to Adding a New Contact
Navigate to Contacts
From the main navigation menu, select Contacts to open your contact list.
Click “Add Contact”
Tap the Add Contact icon to open the new contact form.
Enter Required Details
First name
Last name
Email address
These fields are required to create a new contact.
Save the Contact
Click the Add Contact button to complete the initial creation. You’ll be redirected to the contact’s profile page.
Add Additional Information (Optional)
From the contact’s profile, you can include extra details such as:
Phone number
Company
Title
Notes
Group assignment
Assign the Contact to a Group
From the Contact Details page, you can assign the contact to an existing group or create a new one to help organize your outreach.
Set Collaboration Permissions
Decide if you’d like to invite the contact to collaborate within Perchwell. If so, you’ll have the option to send a personalized invitation message.
💡 Tips
Before adding a contact, check your list to avoid duplicates.
Grouping contacts can help you streamline follow-ups, messages, and saved search alerts.
Additional Contact Details
You can also enrich your contact’s details by adding:
Home Address
Social Media Links
Financial Information (mortgage pre-approval)
Business Details
Notes
These details can be address from the contact’s profile page and help provide a more complete view of your client’s needs and preferences.
Things to Know
Welcome Message: Consider sending a quick introductory message after adding a new contact to begin your engagement.
Missing Required Info: You won’t be able to save the contact without the required fields (first name, last name, and email).