Whether you've just met a potential buyer at an open house, received a referral, or connected with someone interested in selling their home, adding them to AGENTVIEW is the first step toward building a lasting relationship.

When you create a contact, you can organize their information, track where they came from, record their real estate needs, and keep important details together for future follow-ups.

Here's how to get started.

Step 1: Open the New Contact Form

1. From the left navigation menu, click Contacts.

2. At the top of the Contacts page, click Add Contact.

3. The New Contact form will open, allowing you to enter your contact's information.

Step 2: Classify Your Contact

Start by identifying where your contact came from and how you'd like to organize them in your CRM.

You'll find several important fields:

• Lead Source: Select where you originally connected with this person, such as an open house, referral, or online lead. This field is required.

• Contact Status: Choose the status that best describes where the contact stands in your sales process.

• Contact Type: Identify the contact's relationship to your business, such as Buyer, Seller, or Past Client.

• Referred By: If someone referred this contact to you, enter their name.

• Brokerage: Add brokerage information when applicable.

Why is this important? Properly classifying your contacts helps AGENTVIEW organize your database, filter leads, and provide more meaningful business insights.

Step 3: Enter Your Contact's Information

Next, add the contact's personal information.

Start with their First Name and Last Name, which are required to create a contact.

You can also include:

• Secondary contact information, such as a spouse or partner

• Home and mobile phone numbers

• Email address

• Birthday

The more accurate your contact information is, the easier it becomes to stay connected.

For example, saving a client's birthday allows you to take advantage of AGENTVIEW's automated birthday greetings when that feature is enabled.

Step 4: Add Address and Property Preferences

This section is particularly useful when working with buyers and sellers.

You can enter the contact's current home or mailing address, along with their real estate preferences.

For buyers, consider including:

• Price Range: Their preferred home purchase budget.

• Property Type: The type of property they're interested in.

• Bedrooms and Bathrooms: Their preferred home layout.

• Square Footage: The approximate size they're looking for.

• Preferred Locations: Cities or states where they'd like to purchase.

If your buyer is interested in multiple locations, separate each city or state with a comma.

Example: A buyer looking for a three-bedroom home between $500,000 and $600,000 in Riverside or Moreno Valley can have those preferences saved directly in their contact profile.

This makes it easier to reference their needs during future conversations.

Step 5: Add Important Details and Notes

Before saving, take a moment to enter any additional information that could help you better understand your contact.

You can indicate:

• Working With Another Agent: Whether the contact is currently under contract with another real estate agent.

• Pre-Approved: Whether the contact has already been pre-approved for financing.

• Additional Notes: Any helpful details about their situation, interests, or future plans.

For example, you might add a note such as:

"Looking to purchase within the next 90 days. Interested in single-story homes and plans to speak with a lender next week."

These details can make future follow-up conversations more personal and productive.

Step 6: Create Your Contact

Once you've finished entering the information:

1. Review the contact's name, phone number, email, and classifications.

2. Click Create Contact at the top or bottom of the form.

3. AGENTVIEW will ask you to confirm the contact's communication permission.

4. Review and complete the required confirmation to finish creating the contact.

Only confirm communication permission when you have the appropriate authorization to contact that person.

Your new contact will now be available in your AGENTVIEW Contacts database.

Why Keeping Your Contacts Organized Matters

Adding a contact is more than just saving a name and phone number.

Information such as Lead Source, Contact Status, and Contact Type helps you take advantage of other AGENTVIEW features, including:

• Smart Tabs: Quickly access specific groups of contacts based on their status and type.

• Email Campaigns: Organize contacts for more targeted marketing.

• Reports: Better understand where your leads are coming from and how your database is organized.

• Touchbase Intelligence: Use your contact information and recorded CRM activity to gain insights that can help guide your follow-up priorities.

Quick Tip: You don't have to fill in every detail when adding a new contact. Start with the essential information, then update their profile as you learn more about their needs. Keeping your contacts current will help you get more value from AGENTVIEW over time.