Contact
When you view a list of contacts (e.g. on the Agent Dashboard) and click a contact name, the system directs you to the named contact view.
The contact view contains valuable information on each contact grouped by the following tabs.
The Summary tab includes the following information about the contact.
- Reminders
- Comments
- Emails
- Group memberships
- Market Insider activity
- Personal and other information
The Listings tab includes the following.
- Listings the contact has viewed
- Listings the contact has saved
- Listing alerts set up for the contact
The History tab shows a log of system activity for the contact (e.g. when they signed up or were transferred to you).
Example
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