In ProLine, you can manually add contacts such as real estate agents, adjusters, vendors, or team members; any contact that is not a customer or homeowner.
If you're looking to add a customer, that process is done through adding a project.
Adding a Contact via the Web Version
From the left-hand sidebar, click the “+” button.
Select “Contact” to open the new contact form.
Fill in the contact’s details:
Name
Company/Organization
Phone number
Email
Address
Scroll down to the Contact Type section:
By default, this is set to Customer
Use the dropdown to choose the appropriate contact type (ex: Real Estate Agent, Adjuster, etc.)
Use the Notes section to record any important information that your team may need (e.g., preferred contact method, availability, etc.).
Adjust Consent Options if the contact has opted out of text, email, or phone communication.
Click Save.
Adding a Contact via the Mobile App
Open the ProLine mobile app.
Tap the green “+” button in the bottom-right corner of your screen.
Select “Contact”.
Fill out the contact information fields (name, phone, email).
Save the contact.
The process is nearly identical to the desktop experience.
What Happens Next?
After saving the contact, ProLine will display a Contact Card where you can view the following tabs:
Details: View/edit name, company, phone, email, and address
Activity: See and filter all interactions and activity
Projects: View all projects this contact is linked to
Files: Upload or view documents related to the contact
You can edit the contact at any time to add or update details as they become available.
Important Reminder
We do not recommend to use this method to add customers or homeowners.
To add a customer, use the Add Project function. You can still create a project starting from a contact if you prefer, however, it’s usually easier and faster to begin by adding a project first.