Adding a contact
Record a walk-in, a referral or a customer who rang an agent's mobile, completely and without duplicates, in seconds.
3 min read
Most records are created automatically from the assistant's calls and from messages. But a landlord who walks into the office, a seller referred by a friend, or a buyer who rang an agent's mobile need adding by hand. This article shows how to create a complete record without duplicates.
Adding a new contact
- On Contacts, click Add Contact in the top right.
- Enter the basics: First Name, Last Name, Phone and Email. Include the country code (+90 5…).
- Fill in Contact Type (usually Lead), Tags and the source. The tag puts the contact in the right lists:
buyer,seller,tenantorlandlord. - Click Save. To add several in a row, use Save & Add Another.
The new contact appears in the table; click the name to open the detail page and start a conversation.
Heads up
Before adding, check with Quick search that the person isn't already on file. If they've called before, the assistant has already created their record; update it instead of creating a new one. See Duplicates and merging.
Property enquiry and consent fields
Once the basics are saved, fill in two field groups on the contact's detail page. They're the same fields the assistant fills in on calls, so manually added contacts land in the right lists and reports too.
- Property enquiry: enquiry type, area, rooms, budget, timing and listing of interest if any.
- Consent: Marketing consent (İYS) and Privacy notice (KVKK). If the customer hasn't explicitly agreed to promotional messages, leave marketing consent off.
| Field | Why it matters |
|---|---|
| Phone (+90) | For WhatsApp, calls and duplicate checks. |
| Enquiry type | Buyer, seller, tenant, landlord; the right pipeline and the right agent. |
| Area / Rooms / Budget | Matching listings and building smart lists. |
| Timing | Prioritising: "within a month" and "next year" aren't the same. |
| Marketing consent | Promotional messages and campaign calls only go to consenting contacts. |
| Tags | Segmentation and automations. |
Example: Ayşe Çelik walks in wanting to let her 2+1 in Beylikdüzü. Create the record Ayşe Çelik, +90 5•• ••• 90 11, tag landlord, source Walk-in; in Property enquiry: Landlord · Beylikdüzü · 2+1 · 32,000 TL/month · within 1 month. If she has confirmed on a signed form that she'd like to hear about offers, turn marketing consent on.
Important
Only switch on marketing consent if the customer really gave it, and note how it was obtained. A verbal "sure" isn't sufficient evidence for commercial messages. See İYS and KVKK.
Which fields show on the form, and which are required, is set during onboarding; ask your consultant to change it. General field management: Custom fields.
Updating details from a conversation
If the customer messaged on WhatsApp, a record already exists but often has only a name and number. Fill in missing fields straight from the contact panel on the right of the conversation. See Inbox overview.
Common issues
"This phone number already exists". Duplicate protection is on. Find the existing contact and update it.
WhatsApp messages won't send. The number may have been saved without a country code or with a leading 0. Correct it to +90.
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