In this article:
You will learn how to create a contact, invite a contact to Perchwell, organize contacts with groups, and update contact details from the Contact Detail Page.
What a contact is in Perchwell
A contact is a client or lead you save in Contacts.
Track what you shared with a contact
Organize your database with groups
Contact creation
Steps:
Open Contacts
Click Add Contact or click the pencil icon
Enter the required fields
First name
Last name
Email address
Click Add Contact
Perchwell opens the contact’s profile after you save.
Optional contact details
Add extra information before you save the contact.
Add additional email addresses
Turn on Invite Contact to Perchwell to give the contact access to their client portal
Enter the contact’s company
Enter the contact’s title
Assign the contact to a group
Click Save.
💡 If you set up an email template for client invitations, Perchwell shows it above Invite Contact to Perchwell.
Group organization
Groups help you segment your contacts and track activity.
Steps:
Open Contacts
Click the Edit Grouping icon
Review the default groups
Actively Searching
Passively Searching
Inactive
New Contacts
Drag and drop groups to reorder them
Update your group list
Click Edit Group to rename or delete a group
Click Add Group to create a new group
Examples of custom groups:
Investor clients
Referral clients
Open house leads
Marketing campaigns
Contact Detail Page access
Use the contact profile to review details and activity.
Steps:
Open Contacts
Click a contact name
Contact editing
Update contact information from the contact profile.
Steps:
On the Contact Detail Page, click Edit Profile
Update the contact
Add additional email addresses
Update the contact’s group
Invite or re-invite the contact
Delete the contact
Click Save Profile, or click Cancel to exit
💡 If a contact has already been invited to Perchwell, Perchwell locks the contact’s first name, last name, phone number, and email address. Contact Support to update locked fields.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.