Contactbook

Contactbook is your built-in CRM for managing all deal-related contacts.

In Contactbook, you can store:

• Brokers

• Landlords

• Tenants

• Owners

• Property managers

• Attorneys

• Title agents

• Vendors

Each contact can be linked to multiple records.

Adding a Contact

There are two main ways to add a Contact to Your Cloud:

Method 1: From the Contactbook Page

• Click Contactbook

• Click Add Contact

• Fill out the contact details

• Save
  
  

Method 2: From the Create Menu

• Click Create

• Click Add Contact
  
  

Linking Contacts to Records

Contacts can be linked:

• While filling out a Record Form

• From the Contacts tab inside any Record

When linked, the contact becomes part of the transaction history.

Viewing a Contact’s linked Records

Each contact shows all the records they’re connected to, giving you a built-in relationship timeline.