▶️ Edit a Contact

If information for a contact has changed or needs to be edited, follow the instructions below to update the contact profile details.


  1. From the main menu, click Contacts

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  1. Click the highlighted name of the contact you would like to edit from the contact list


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  2. Once in the contact profile, click on the Edit icon found in the Contact Profile Tab next to the bolded name of the Tab


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  3. Update the fields that you would like to edit.
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  4. Click on the Save button to save your changes.


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Tips and Tricks

Add a Property

If you are adding an address to a contact that you also want to include in your Property Pipeline you can simply click on the Add as Property Checkbox. This will add a new property into your Pipeline while at the same time saving the address info under the contact record.

Screen_Shot_2019-05-14_at_10.10.03_AM.png When adding a property through the contact record you can also state how this contact is associated to the property by selecting a role from the dropdown.

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Number Type
If you are going to be adding multiple phone numbers for the same contact it is a good idea to save if this is a home phone, cell phone, business line, or other number type. This is simple to do by selecting the appropriate category from the dropdown.

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Linking Social Media
In today's world sometimes the best way to keep in touch with your contacts is through social media. Adding links to a contact's FaceBook page, Linked in profile, or even their personal website is easy. See the full article here

 

 

If you have any questions or comments on any of the instructions above, please feel free to reach out to us at any time at support@reiblackbook.com

 

 

 

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