What Is a Contact in Perchwell?
A Contact is a client, lead, or MLS member you can collaborate with and share information with in Perchwell. Contacts allow you to track communication, share listings and reports, and manage collaboration in one centralized place.
Step 1: Create a New Contact
Add a contact directly from the Contacts page.
Go to Contacts.
Click Add Contact or select the pencil icon in the upper right.
Enter the required fields:
First name
Last name
Email address
Click Add Contact.
You will be redirected to the contact’s profile page after saving.
Optional Fields When Creating a Contact
Before saving, you can include additional information in the pop-up:
Add additional email addresses
🔗 Toggle Invite Contact to Perchwell to give your contact access to a Perchwell client portal.
Enter the contact’s company.
Enter the contact’s title.
Assign the contact to an existing group.
Click Save when finished.
💡If you have an email template set up for client invitations, it will appear automatically above the invitation toggle.
Step 2: Organize Contacts with Groups
Groups help you segment your database and prioritize client activity.
Go to Contacts.
Click the Edit Grouping icon in the upper right.
A pop-up will display your default groups:
Actively Searching
Passively Searching
Inactive
New Contacts
Drag and drop groups to rearrange their order.
Click Edit Group to rename or delete a group.
Click Add Group to create a new group.
💡 You can create as many groups as needed to match your needs.
Common examples include:
Investor Clients
Referral Clients
Open House Leads
Marketing Campaigns
Step 3: Use the Contact Detail Page
Open a contact’s profile to manage information and review shared activity.
Go to Contacts.
Click the contact’s name.
From the Contact Detail Page, you can view:
Shared listings
Shared searches
Shared reports
Step 4: Edit Contact Details
Update information directly from the Contact Detail Page.
Click Edit Profile.
In the pop-up, you can:
Add additional email addresses
Update the contact’s group
Invite or re-invite the contact
Delete the contact
Click Save Profile to apply changes or Cancel to exit without saving.
💡 If a contact has already been invited to Perchwell, their first name, last name, phone number, and email address are locked. To update this information, contact Support. Uninvited contacts can be edited normally.