Add a contact, step by step

In Raptor Neo a contact holds two things: who the person is, and what they’re after. The form asks for the person first and their brief second, so AI Match can start pairing them with listings the moment you save.

Walkthrough video to followAbout two minutes on screen, adding a buyer from the Contacts page through each step of the form until the new contact's page opens.

Have these to hand

• The person’s first and last name, with their phone number and email address.
• Their brief, if you’ve got it: the budget, the size and area they want, and how many bedrooms.

Basic Contact Info

1. Go to Contacts and start a new contact.
2. Choose the Role: Buyer, Tenant, Landlord, or a role your agency has added. Someone can hold several roles. Buyer, Tenant and Landlord each add a step of their own to the form.
3. Fill in the First Name and Last Name.
4. Add the Phone number, with its country code.
5. Add the Email address.
6. Check the Status. New contacts begin as New.
7. Choose the Source, so you’ll always know where this lead came from.
8. Click Save & Next.

Screenshot to followThe first step of the new contact form, with the role choices, name, phone and email fields, and the status, source and agent fields beside them.

The Agent field starts with your name. ID Number, Nationality, Gender and Notes can wait if you don’t have them yet.

Your agency may also keep its own sections for a role, set up under Settings → Contact Roles. On the contact’s page they sit above the profile. See setting up your agency’s lists.

The profile for each role

Each role adds a step named after it: Buy Profile for a buyer, Rent Profile for a tenant and Landlord Preference for a landlord. For a buyer:

1. Set the Size Range and Budget Range they have in mind.
2. Pick the Preferred Property Type, then add every Preferred Location they’d consider.
3. Set the rooms they need: bedrooms, bathrooms and living rooms, plus balcony and car park.
4. Add the views they’d like and the amenities they won’t go without.
5. If you know them, fill in the Usage, the Preferred Move-in Date and the Preferred Viewing Days.
6. Click Save & Next.

The Rent Profile asks the same questions, with the budget as the rent they can pay. The Landlord Preference step is short: Type (Sale or Rent), the Preferred Viewing Days and the Listing Preference, where you choose the listings this landlord owns. For what each field does, read how buyer, tenant and landlord profiles work.

Match Preference Weighting

The final step has ten sliders, one for each thing a client might care about: price, location, floor plan, features and amenities, building age, pets, floor level, view, built-up area and transport. Every slider starts at 5, the highest importance.

1. Leave the sliders alone if you don’t know the client well yet.
2. Otherwise, lower the ones that matter less to them. Lower weights change the order of the matches; they don’t remove any.
3. Save the contact.

After you save

• The contact’s own page opens, with the profile under its role and a Prospect Match section ready for AI Match’s suggestions.
• The new contact is listed on the Contacts page.