Contacts and follow-up
Contacts and owners
Keep contact information and follow-up history together for each person.
The tour explains where tools are. It does not save records, publish properties or make payments. You can use the page after closing it.
Search before adding
Search by name or contact details to avoid duplicates, then open the existing record if found.
Details and role
Enter the name and contact details, then choose the available role: owner, property seeker or both. Save the record and link it to the relevant property or request.
Follow-up history
From the contact record, add a note or interaction, and set a follow-up time and assignee when available. Update the status to identify the next action.