Contacts

Import Contacts
While you can manually create contacts individually into your database, we have created a faster way to import your bulk list of contacts. We have provided ...
Tue, Jul 30, 2024 at 8:07 PM
Import Contacts From Top Producer
While you can manually create contacts individually into your database, we have created a faster way to import your bulk list of contacts. Below we will sho...
Tue, Aug 29, 2023 at 6:45 PM
Export Contacts to .CSV
Exporting your contacts can be a quick and easy way to backup your data or transfer it to another program. With just a few simple steps, you can export your...
Tue, May 7, 2024 at 7:40 PM
Create A Contact
Your contact database will be an area you will rely on for linking transactions to the buyers/sellers, holding contact information and addresses for any typ...
Fri, Jul 5, 2024 at 1:28 PM
Merging Duplicate Contacts
Have you ever found yourself with multiple contacts for the same person? It can be frustrating to have to sort through duplicates and outdated information. ...
Mon, Sep 23, 2024 at 10:22 AM
Lead Tracking
Lead tracking is a powerful tool that allows users to monitor the progress of their leads throughout the sales process. By tracking leads, users can identif...
Mon, Apr 22, 2024 at 6:35 PM