Introduction
Creating a contact in Perchwell is the first step to building a productive relationship with your clients. By maintaining a detailed contacts list, you can enhance your communication and service delivery. This guide walks you through the simple process of adding a new contact to your Perchwell account.
Accessing the Add Contact Page
Navigate to Contacts: From your Perchwell agent navigation menu, click on the ‘Contacts’ tab to view your contact list.
2. Add New Contact: Click the ‘Add Contact’ icon to open the contact form.
Filling in Required Fields
Enter Essential Details: Provide the contact's first name, last name, and email address, which are essential for contact creation.
Adding Additional Information
Input Extra Information: After saving your client, click on their name to add additional information. Although optional, adding a phone number, company, title, and group can enrich your contact's profile.
Assigning Contact Groups
Group Assignment: In the Contact Details page, select or create a group for your new contact if desired. This helps in organizing your contacts for targeted communications.
Setting Permissions
Permission Levels: Decide whether your contact should have access to collaborate on Perchwell. If granting access, ensure to personalize the message.
Reviewing and Saving
Review: Double-check the information entered for accuracy and completeness.
Save: Click the green ‘Add Contact’ button to save your new contact's profile, and additional edits to this contact made in the Contact Details page will be autosaved
Best Practices
Consent: Always obtain consent from individuals before adding them as a contact.
Regular Updates: Keep the contact information up-to-date to maintain effective communication channels.
Engagement: Send a welcome message or newsletter subscription to newly added contacts to engage them from the start.
Avoid Duplication: Ensure the contact isn't already in your database to prevent duplicate entries.
Troubleshooting Common Mistakes
Complete All Required Fields: Omitting required details will prevent you from being able to save the new contact.
Correct Permission Setting: Be careful when setting permissions to avoid unintended access.
Confirmation: Ensure you receive confirmation that the contact has been successfully added.
Conclusion
Creating a contact in Perchwell is straightforward and sets the stage for a robust client management system. Utilize this feature to streamline your workflows and enhance your real estate services.
Need More Help?
Should you encounter any issues or have further questions about creating contacts, our Perchwell support team is ready to assist. Contact us for tailored support to make the most of your Perchwell experience