Contacts

What it is

A simple contact list scoped to a deal — the people involved in getting it done.

Why / when you'd use it

Keep the agent, contractor, inspector, lender, and anyone else tied to a specific deal in one place, instead of a separate address book disconnected from the deal itself.

Adding a contact

1. Select Add contact.
2. Choose a Role: Buyer's agent, Listing agent, Contractor, Inspector, Lender, Insurance agent, Property manager, or Other.
3. Fill in Name (required), and optionally Company, Email, Phone, and Notes.
4. Select Save contact.

Saved contacts appear in a list showing name, role, company, email/phone, and any notes.

Select Delete to remove a contact. There's no confirmation step.

What's next

• Activity Timeline — see everything that's happened on this deal, including contacts added