Contacts

You can add as many Contacts as you want to your Market Space and you are able to either connect them to an Opportunity or leave them as uncategorized for your contractors, lawyers, title companies, etc. The Contacts section also allows for a rati...

Contacts can be created in two different areas for different reasons. Your property owners will automatically be created as Contacts as they are imported into your Market Space along with the Opportunity. You can also create a lists of Contacts, cre...

The Contact Info screen is where you'll add the remaining information about your contact and this section shows you tons of information about their Activities. To view contact Info you'll want to click on any of your Contacts in your Market Space. ...

When you add a Type to each of your Contacts you add the ability to record specific information for that contact type. For example, Susie Brown is a Lawyer and you need information about all of your legal team and what type of law they practice and ...

From within any Contact you can search and view what Opportunity they are associated with. If the Contact is not associated with a particular Opportunity this will be blank. Linked Opportunity List Click Linked Opportunities Search by address ...