Create a New Contact
Go to Contacts
Click Add Contact (or click 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.
Complete Optional Fields in the Add Contact Form
While still in the Add Contact pop-up, you can include additional information before saving.
Add additional email addresses if needed
Toggle Invite Contact to Perchwell on or off
Enter the contact’s company
Enter the contact’s title
Assign the contact to an existing group
Click Save when finished
💡 If you already have an email template set up for inviting clients, it will appear automatically above the invitation toggle.
Organize Contacts with Groups
Contact groups help organize your contact list and give visibility into how you’re prioritizing different client types.
Go to the Contacts tab
Click the Edit Grouping icon in the upper right corner
A modal will open showing the default groups:
Actively searching
Passively searching
Inactive
New contacts
Click and drag groups to rearrange their order
Click Edit Group to rename a group or delete it
Click Add Group to create additional groups
You can create as many groups as you’d like to match your workflow. Common examples include:
Investor clients
Referral clients
Open house leads
Marketing campaigns
💡 Groups make it easier to track client activity and understand where your marketing efforts are being spent.
Contact Detail Page
Go to the Contacts tab
Click the name of any contact
→ This opens the contact’s detail page where you can manage information and track shared activity, including:
Shared listings
Shared buildings
Shared searches
Shared reports
Editing Contact Details
From the contact’s detail page:
Click Edit Profile
From the edit modal, you can:
Add additional email addresses
Update their group
Invite or reinvite the contact
Delete the contact
Click Save Profile to keep your 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. For uninvited contacts, you can edit these fields normally.
Things to Know
You can export your contact list at any time from the Contacts page by clicking the Export Contacts icon to download a file
First name, last name, and email are required to create a contact
Perchwell does not allow multiple contacts with the same email address
Inviting a contact allows them to collaborate with you inside Perchwell
Groups help organize follow-up and outreach workflows