Contacts

Buyer, seller and tenant records; imports, tags and smart lists.

11 articles

1Contacts overviewList, search, filter and segment your buyer, seller, tenant and landlord records on the Contacts screen.
2Adding a contactRecord a walk-in, a referral or a customer who rang an agent's mobile, completely and without duplicates, in seconds.
3Importing contactsBring in past enquiries and customer lists from Excel; prepare the file, map fields and consent, and tag the import.
4Contact detail pageSee a customer's enquiry, the assistant's notes, tasks, appointments, opportunity and conversation on one page.
5TagsTag contacts by enquiry type, priority and call outcome, and get to know the standard tags the assistant adds.
6Smart listsSave the contact filters you use most as smart lists, share them with your team and use them for bulk actions.
7Bulk actionsTag, assign, add to a pipeline, merge, export or delete many contacts at once.
8Bulk messagingSend an approved WhatsApp template, email or SMS to consenting contacts in one go; follow İYS and KVKK rules and send in batches.
9Tasks and notesFollow up the tasks the assistant creates, add your own tasks and keep what you learn about a customer in notes.
10Duplicates and mergingPrevent multiple records for the same customer; set the duplicate contact preference and merge existing duplicates.
11Export and deleteExport contacts as CSV, delete them, restore ones deleted by mistake and handle KVKK requests correctly.

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