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Accessing Contacts from Property Pipeline

You can access the contact details of the person associated with a property listed under Property Pipeline instead of having to search for the contact in your CRM. To learn how to access the contact details through the Property Pipeline follow the instructions below. 

  1. From your account's Dashboard, click on Deals and select Property Pipeline from the drop down menu. 
    Screen_Shot_2019-05-30_at_03.25.45.png

  2. Select the property you want to view from the list of properties in your pipeline by clicking on the address. 
    Screen_Shot_2019-05-30_at_03.25.53.png

  3. Click on the Contacts tab inside the property details. 
    Screen_Shot_2019-05-30_at_03.26.04.png

  4. Click on the contact's name to expand and see the details of the contact.
    Screen_Shot_2019-05-30_at_03.26.04.png

  5. Click on the View in Contacts button to open the contact in the Contact Manager. 
    Screen_Shot_2019-05-30_at_03.26.11.png

    Screen_Shot_2019-05-30_at_03.26.23.png

After clicking on the View in Contacts button you will be taken to the contact's details inside your CRM. If you have any questions or concerns about this information please contact us at support@reiblackbook.com

 

 

 

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