Contacts
Buyers, tenants and landlords, and the requirement profiles AI Match works from.
6 guides
- Add a contact, step by step Who the person is comes first. Their brief as a buyer, tenant or landlord comes next.
- How buyer, tenant and landlord profiles work What each profile field records, and how AI Match uses it to rank listings.
- Keep notes and emails on a contact Everything you learn about a client stays on their record, in sight of anyone who picks it up.
- Share a contact as Viewer, Editor or Owner Let a colleague see or work on one of your contacts, and decide how much they can change.
- See your contacts as a table, cards or a board Three layouts for one contact list, including a status board where dragging a card moves a lead on.
- Keep duplicate contacts out of your book Raptor Neo blocks an exact repeat when you save. A look through your list before you add catches the near misses.
Still stuck?
Our team will take you through it on a call.