Summary
Learn how to identify which consultants are linked to a contact by viewing their contact record and related timeline activities. This helps you quickly understand who is involved and in what capacity.
Understanding which consultants are connected to a contact helps you track ownership, involvement, and responsibility across activities such as appraisals or transactions. This information is visible directly on the contact record through timeline activities and categories.
To identify which consultant(s) are connected with a contact:
- Go to: Contacts
- Enter the contact’s name into the search field
- Select the relevant contact
Consultants connected to a contact appear through related timeline activities such as Appraisal, Owner, Vendor, Buyer, Purchaser.
The initials of assigned consultants are shown next to the list of categories. Click the edit icon to view the full names of these consultants.
Articles in this section
- Add a new category to the database (for agents to use)
- Add an owned property to a contact
- Control bank account detail visibility
- Delete a contact
- Delete a contact’s residential address
- Delete contact history's events
- Disallow duplicate entries of contacts
- Filter contacts by activity
- Filter contacts by Reasons to Call
- Find a contact using their residential address