Keep notes and emails on a contact

Every call teaches you something about a client. Write it on their record and it stays in view: the next time you open the contact, or the day a colleague takes the client over, the whole story is there at a glance.

Walkthrough video to followAround forty seconds on screen, adding a note to a contact and then sending that contact an email from their page.

Write a note

1. Open the contact.
2. Go to the Notes tab.
3. Click Add Notes.
4. Write down what you found out, such as their budget, their timing or what’s holding them back.
5. Save the note.

Screenshot to followThe Notes tab on a contact's page with a few notes listed newest first and the Add Notes button above them.

The newest note sits at the top, and you can go back and edit any of them.

Email the contact

First, connect your own Gmail or Outlook account under Settings → Email Settings. Your emails then go out from your own address.

1. On the contact’s page, click Send Email.
2. Write the Subject and the Content, check the address in Sent To, and add anyone who should be copied under BCC.
3. If you need to, attach up to 10 files under Attach Files, each no bigger than 5 MB.
4. Send it.

Screenshot to followThe Send Email window opened from a contact's page, showing the Subject, Content, Sent To, BCC and Attach Files fields.

Every email you send this way is listed on the contact’s Email tab, so the next person to open the record can see what the client has already been sent.

Viewings on the contact

Scheduled Viewing lists the contact’s viewings. Each one shows whether it’s scheduled, completed, cancelled or a no-show, along with any feedback. To book one, see booking a viewing from a listing.

Who can add what

To give a colleague one of these levels, see sharing a contact.