Want a faster way to find the contacts you're working with most often?

Smart Tabs help you organize your AGENTVIEW contacts into easy-to-access groups based on their contact type and status.

For example, you can create tabs for Active Buyers, Pending Sellers, or New Leads. Instead of searching or applying filters every time, simply click a tab to see the contacts that match your selections.

Step 1: Create a Smart Tab

1. From the left navigation menu, click Contacts.

2. Locate the Add/Edit Tabs button in the Contacts toolbar.

3. Click the button to open your Smart Tab settings.

4. Choose how you'd like to filter your contacts using the available options:

   • Contact Type: Select the group of contacts you want to display, such as Buyers, Sellers, or Leads.

   • Contact Status: Choose the status you'd like to filter by, such as Active, Inactive, or Pending.

5. Click Create Tab to save your new tab.

Your Smart Tab will now appear across the top of your Contacts page.

Example: If you select Buyers as your Contact Type and Active as your Contact Status, you can quickly access your active buyer leads without having to apply those filters again.

Step 2: Organize the Order of Your Tabs

As you create more Smart Tabs, you can arrange them to match the way you work.

1. From the Contacts page, click Add/Edit Tabs.

2. Find the list of your existing tabs.

3. Use the Sequence dropdown next to each tab to choose its position.

4. Assign your preferred order using numbers such as 1, 2, 3, and so on.

5. Click Save Order to apply your changes.

Your tabs will now appear in the order you selected.

For example, if you're actively working with buyers, you might place your Active Buyers tab first, followed by New Leads and Pending Sellers.

This keeps your most important contact groups within easy reach.

Step 3: Remove a Smart Tab

If you no longer need a particular tab, you can easily remove it.

1. Open Contacts and click Add/Edit Tabs.

2. Find the tab you'd like to remove.

3. Click the Trash icon next to that tab.

The tab will be removed from your Contacts page.

Removing a Smart Tab only removes that saved contact view. It does not delete the contacts in your database.

Tips for Getting the Most Out of Smart Tabs

• Organize by priority: Create tabs for the leads and clients you're actively working with.

• Keep important contacts accessible: Use tabs for groups such as Active Buyers, Past Clients, or New Leads.

• Put your busiest tabs first: Arrange your tabs so the groups you check most often are easiest to reach.

• Keep things organized: Review your tabs occasionally and remove ones you no longer use.

Quick Tip: Smart Tabs are especially helpful when managing different stages of your real estate business. You can quickly switch between new opportunities, active clients, and past customers without sorting through your entire contact database.