The contacts section is used to identify contact type, find vital information quickly, and link contacts to the property/properties they are associated with.
How to Add/Remove a Contact file to Favorites Adding a Contact to your Favorites 1. When in a Contact file, in the top header click on the ‘Heart’ icon to add this Contact to your Favorites list. ...
How to Tag and Color Label your Contacts and Properties Once you have entered into a Contact or Property file on the right hand side of your screen you will see: Create Tags: Click into the ‘Tag’ fi...
Contacts - Linking to a Property Contacts may be linked to one property or multiple properties and a quick look at a contact will reveal the property or properties to which they are linked. There is...
Properties- Linking to a Contact Within any Property file you’re able to link that property to any contact/contacts. This helps keep you organized so no matter what property you are in you will be ab...
Favorites Looking for a way to create a list of contacts or properties to easily jump into no matter where you are in the system. Favorites is the solution to accomplish this. When in a Contact or P...
How to Add a Contact to the Scrum Board Watch the video tutorial below or scroll down to read the article: #wistia_chrome_23 #wistia_grid_29_wrapper .w-css-reset{font-size:14px;} #wistia_chrome_23 #...
Tagging & Color Labeling Within Deal Automator you are now able to Tag and Color your contact and property files to help you stay organized. Whether you tag a file as a hot lead or color a file to ha...
Contacts- Creating a Task in a Contact File Once you are in the Contact file: 1. Click on Task under ‘Create New’ or ‘Tasks’ under the Manage section on the left hand side of your screen. If you cl...
Adding Contacts to an Auto Responder There are 2 ways to add a contact to an Auto Responder within Deal Automator. Here are the steps for both ways. Adding a contact from the list view **Adding from ...
Documents Overview/Upload Documents Within Deal Automator you can upload documents in specific contact and property files as well as a general documents section. Once a document is uploaded into Dea...