Understand ownership of a contact

Summary

Learn how Box+Dice handles contact ownership and what actions consultants must take to be associated with a contact in searches and records.

This article covers:

• About ownership of a contact
• How consultants become associated with a contact
• Establish clear internal ownership policies

About ownership of a contact

Contact ownership in Box+Dice reflects real‑world relationships, where a single contact may interact with multiple consultants for different reasons. Rather than enforcing a single “owner,” Box+Dice records consultant involvement based on actions taken within the system.

In many conventional systems, a consultant can assign themselves as the owner of a contact. In practice, however, contacts often engage with multiple consultants over time.

In Box+Dice:

• Multiple consultants can be connected to the same contact
• Ownership is implied through recorded activity, not by simply assigning a name
• This does not give other consultants permission to take over or “steal” contacts

How consultants become associated with a contact

For a contact to appear against a consultant’s name in the Search Contact screen, the consultant must take specific actions.

A contact is associated with a consultant when they:

• Register the contact as a Buyer
• Create an Appraisal linked to the contact
• Register the contact as an Owner
• Assign the contact to a Category

Without one of these actions, the contact will not appear as connected to that consultant in searches.

Establish clear internal ownership policies

Because Box+Dice allows multiple consultants to interact with a contact, it is essential that each business defines clear policies around ownership.

The following policy suggestions are strongly recommended.

Buyer Claim Policy Suggestions:

• A consultant must have registered a contact in that Listing’s Buyer Register
• At least one, preferably all, notes regarding that consultants conversations with the buyer should be recorded in Box+Dice

Vendor Claim Policy Suggestions:

• A consultant must have registered an Appraisal with that contact
• At least one, preferably all, notes regarding that consultants conversations with the Contact should be recorded in Box+Dice
• At least one future contact activity must be scheduled against the contact record, preferably through a Loyalty campaign
•  All interactions, commitments, and follow‑up actions must be recorded in Box+Dice to be recognised