Contacts

Contacts
Your Contacts interface allow you to access an overview of your clients with different sorting options and filters to help you better manage and navigate th...
Mon, Aug 17, 2020 at 12:49 PM
Contact Details
Your Contact Details interface allow you to access a myriad of options about an individual client such as your client's contact information, their basi...
Mon, Aug 17, 2020 at 12:52 PM
Contact Details > Contact Info
Your client's Contact Information card shows the clients phone number and email, and email options they are signed up for. To view your client'...
Mon, Aug 17, 2020 at 12:52 PM
Contact Details > About
Your contact's About card shows basic details about the contact's information. To view your details About your contact, log into your iHOUSEwe...
Mon, Aug 17, 2020 at 12:53 PM
Contact Details > Recent
Your contact's Recent Activity card shows a chronological timeline of what has happened with the client regarding any activity. You can choose what kin...
Mon, Aug 17, 2020 at 12:54 PM
Contact Details > Tasks
Your contact's Tasks card allow you to schedule tasks for whatever you need. These tasks are reflected in your Schedule. To view and edit your Task...
Mon, Aug 17, 2020 at 12:55 PM
Contact Details > Saved Searches
Your contact's Saved Searches card shows every search the client has saved, where they registered each search, and whether or not HouseTrack is enabled...
Mon, Aug 17, 2020 at 12:57 PM
Contact Details > Saved Listings
Your contacts Saved Listings card shows any listings your client's saved will show up in this card. It shows the clients email as well as the website t...
Wed, Dec 4, 2019 at 10:05 AM
Contact Details > Campaigns
Your contact's Campaigns card shows which email campaigns they are signed up for through MailChimp's marketing emails. To view your contact&#x...
Mon, Aug 17, 2020 at 12:59 PM
Import Contacts Template
To import your leads and contacts to TurboLeads, send a CSV (Comma Separated Values) file to us and we'll take care of making sure the data gets transf...
Wed, May 27, 2020 at 2:40 PM