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How to Add a Contact in Housing Market CRM

Tutorial 45 of 181 · 1 min 01 s

Open the product

Contacts are the people behind your leads — buyers, tenants, owners and partners. This tutorial adds a contact in Housing Market CRM: we open Contacts, click New Contact, choose a category and pipeline stage, enter first and last name, phone and email, add notes and messaging handles such as LINE, Facebook and WhatsApp, record where the contact came from, and save. The new contact appears in the list, where you can filter by category, stage and source, and every later lead, message and viewing is linked to this record.

In this tutorial you will learn

  • Where to add a contact
  • Which fields are required
  • How categories, stages and sources are used
  • Where the new contact appears

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Contacts in the left menu.
  3. Click New Contact.
  4. Choose the category — for example Buy or Rent.
  5. And the pipeline stage.
  6. Enter first and last name.
  7. Add a phone number…
  8. …and an email address.
  9. Write a short note.
  10. Add LINE, Facebook or WhatsApp if they use them.
  11. Record the source.
  12. Click Save.
  13. The contact is added to your Contacts list.