Summary
Learn how to add a new contact, including residential and postal addresses, buying criteria, and essential details.
Adding contacts in Box+Dice helps you maintain accurate client records for communication and property management.
Note: Contacts can also be added from other areas of the system, including the Quick Create option in the main side menu.
To add a new contact:
- Click Contacts to access the contact list
- Click +Add at the top-right corner of the screen
- Enter contact details - Complete as many fields as possible
Note: Name and Surname are mandatory.
Tip: Always include area codes and avoid spaces or punctuation for easy searching.
- Enter residential address
- Enter the address in the field
- Box+Dice will suggest matches using Google Maps, select the correct address from the suggestions
Tip: If the address isn’t found (common in rural or new areas), manually enter the details.
- Confirm property ownership
- If the contact owns the residential property, leave the tick in place for. Otherwise, remove the tick
- If Postal Address is different, untick Same as Residential and enter the postal address
- Enter the bank account details (optional)
- Click Add Contact
Articles in this section
- Add a new contact
- Delete a contact’s residential address
- Export filter results for contacts and properties
- Filter contacts by email status
- Filter contacts by activity type and subfilters
- Filter contacts by last recorded contact date
- Filter contacts by matching criteria update date
- Filter criteria reference for contact filters
- Manage contact boards
- Manage orphaned contacts using saved filters