Work with Contacts

From PropertyMinder WIKI

Contents 1 Add new contacts to the Contact Manager? 2 To delete a Contact 3 How can I export contacts to Outlook or other CRM? 4 How can I see my clients' favorite listings?

Add new contacts to the Contact Manager?

You can add new contacts manually, or import them from your Microsoft Outlook email account.

To add a contact manually:

1. Go to the Client Relationship Management.
2. Click the New Contact button at the top of the page.
3. You can specify which group to put this contact under.
4. Enter the primary and secondary contact information. You can also put confidential notes about the client and then click SAVE at the bottom of the page.

To import contacts from Outlook, or other CRM:

1. First of all you need to export records from Outlook or any other CRM you use

   From Microsoft Outlook or Outlook Express, select "Import and Export ..." item from

the "File" menu.

1. From the "Import and Export Wizard" dialog box, select "Export to a file" and

click "Next".

1. Choose "Comma Separated Values(Windows) and click "Next".

   Select "Personal Folders", "Contacts" and click "Next".

   Type the name of the file where to save your exported records. And click "Next".

   Click "Finish" to finish exporting your contact records.

2. Provide the name of the file with Outlook contact record export.

   Click "Browse" button below and navigate to the file with exported contacts ("c:\contacts.csv").

Highlight the filename and click "Open".

1. Import your contacts by clicking "Upload File" button.
2. On the next page you will be asked to map PropertyMinder CRM fields with header of your file. Click Next when you matched all fields.
3. On the last step you need to specify the group you would like to add new contacts and click Save to finish uploading. If you do not want some contact to be added this time just uncheck them.

To delete a Contact

1. To delete a contact from your CRM, you must login to your Toolkit.
2. Go to Client Relationship Management.
3. Select Contact List to see a list of all your contacts.
4. Search for your contact by name or email address.

   

5. When you find the contact record, you will see a checkbox on the right hand side. Check the box and click the button Delete all checked. this action will not only delete the contact but also delete all associated searches.

   

How can I export contacts to Outlook or other CRM?

Most industry standard email, PDA or CRM software is capable of reading and loading data exported and stored in comma separated formatted files. You can export contacts from every contact group of you ADVISOR CRM.

To do this:

1. Go to Client Relationship Management.
2. Click the Contacts button.
3. Click on the contact group you would like to export (example: Buyers).
4. Click the link Export contacts.
5. Follow instructions.

How can I see my clients' favorite listings?

When your client views his saved search results, he may save some of the listings as his favorites.

To see your clients' favorites:

1. Login to your Toolkit and go to MLS Searches.
2. Click the Favorite Listings link.