Manage contacts on the agent app

Summary

Learn how to access, search, create, and manage contact records using the Agent App.

This article covers:

• Overview
• Access contacts
• Search for a contact
• Add a new contact
• View and edit contact details
• Manage contact activity
• Communicate with a contact

Overview

Contacts in the Agent App allow you to access and manage people in your database while on the go. Contacts include buyers, sellers, landlords, tenants, and other relationships linked to your business.

The contact list in the app mirrors what you can see on the web (desktop) application, based on your user access and permissions. This ensures consistency between platforms and helps you stay up to date with contact activity, history, and related records.

Using contacts in the Agent App allows you to quickly communicate, update details, and manage follow‑up actions without needing to return to your desktop.

Access contacts

Accessing contacts in the app allows you to view your contact list and search for specific records.

• Open the Agent App
• Tap the Contacts icon (the second icon along the bottom of the screen)

The contact list displayed will match your access and permissions from the web application.

Search for a contact

Searching helps you quickly locate an existing contact in your database.

To search a contact:

• Tap the search bar at the top of the Contacts screen
• Enter a full or partial name, phone number, or email address
• Or search the contact category

Matching contacts will appear as you type.

Add a new contact

You can add a new contact directly from the Agent App when needed.

To add a new contact:

• Tap + Add on the Contacts screen
• (Optional) Untick Marketing Emails or SMS to unsubscribe contact from Marketing Emails and SMS  
• Enter the available contact details, such as: 
  • Name
  • Phone number
  • Email address
  • Residential address
  • Bio information

• Click Create to save the contact to add them to your database

View and edit contact details

Opening a contact record gives you access to key personal and related information.

To view and edit details:

• Tap a contact from the Contacts list
• Edit available details, including: 
  • Name
  • Phone number
  • Email address
  • Residential address
  • Owned properties
  • Bio
  • Categories
• Or tap the pencil icon to edit the contact’s personal info  

Changes are saved back to the database and reflected in the web application.

Manage contact activity

From a contact record, you can manage ongoing activity and related actions.

You can:

• Add notes
• Add or manage relationships
• Create or update tasks
• Enter matching criteria
• Create an appraisal
• View the contact’s history timeline

These actions help keep contact records accurate and up to date.

Communicate with a contact

The Agent App allows quick communication directly from a contact record.

To communicate with a contact:

• Tap to call a phone number
• Tap to send an SMS
• Tap to send an email