Stay organized and efficient with the Unified Client List—a streamlined hub that brings all your buyers, sellers, landlords, and tenants together in one intuitive view. Access key client information, track engagement scores, and manage your contacts effortlessly from a single location.
Introduction to Unified Client List:
Key Features at a Glance
Manage All Your Clients in One Place with the Unified Client List:
Complete Client Overview: View all your buyers, sellers, landlords, and tenants in one centralized list
AI-Powered Engagement Tracking: See Mel AI-generated engagement scores next to each client name
Quick Status Identification: Identify each client's type and current status at a glance
Powerful Sorting Options: Filter and organize clients by multiple criteria to find who you need fast
Easy Contact Management: Archive and restore clients with simple swipe gestures
Team Collaboration: Team and group leaders can view clients across their entire organization
Centralized Notifications: Access all important client activity from your notification center
Timestamp:
Clients tab
On the Radius Office App, you can find your Unified Client List under the new 'Clients' tab located at the bottom (formerly Buyers tab):
Viewing Your Client List
Each client in your list displays:
Client Name: The primary contact name
Client Type: Buyer, Seller, Landlord, or Tenant
Current Status: Their position in your workflow
Engagement Score: AI-generated score showing client activity level
Tip: For clients with connected relationships:
Select "View More" next to the client's name
Review their connected information and relationships
See all associated contacts in one place
Sorting and Filtering Clients
At the top of the screen, filter your list by Client Type:
Buyer
Seller
Landlord
Tenant
Tip: Team Leaders and Group Leaders have additional viewing options:
All Clients
Associate Clients
Group Clients
Advanced Filtering
Click the filter icon in the top right corner to sort clients by:
Alphabetically (A-Z)
Date Added (newest or oldest first)
Engagement Score (highest to lowest)
Status
Type
Associate (team leaders only)
Tip: Use the search bar to quickly find clients:
Type the client's name in the search bar at the top
Results will appear instantly as you type
Select the client to view their details
Managing Your Notification Center
Access all important client activity from the bell icon in the top right corner:
Missed phone calls
Property shortlists
Property views
And much more
Tip: Click the bell icon to open your notification center and stay on top of all client interactions.
Archiving and Restoring Clients
To Archive a client from your active list:
Swipe left on the client's name
Tap Archive (or confirm the action)
The client will be removed from your active client list
Tip: To bring back a previously archived client:
Click the archive icon in the top right corner
Find the client you want to restore
Swipe left on their name
Tap the green restore button
The client will reappear in your active client list