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Managing Contacts on a Listing or Buyer Opportunity

The Contacts tab is where you keep track of every person involved in a transaction — your client, the other professionals working the deal, and any service providers on the property. Having everyone in one place means your whole team always knows who to call and how to reach them.

Opening the Contacts Tab

From any listing or buyer opportunity, click the Contacts tab in the navigation row below the header.

[IMAGE: ezgifframe086.png — Contacts tab selected, showing collapsed Clients, Collaborators, and Service Pros groups]

The Contacts list is organized into three expandable groups. Click any group header to expand or collapse it:

  • Clients (n) — The seller or buyer you represent
  • Collaborators (n) — Professionals working the deal (agents, lenders, inspectors, etc.)
  • Service Pros (n) — Tradespeople and vendors involved with the property

Each group shows the number of contacts currently in it.

Reading the Contact List

[IMAGE: ezgifframe094.png — All three groups expanded showing Collaborators (Lender, Inspector) and Service Pros (Carpenter, Plumber) with full name, company, phone, and email columns]

Each contact row shows:

  • Type — The contact's role (e.g., Lender, Inspector, Carpenter), displayed with an icon
  • Full Name
  • Company Name
  • Phone
  • Email

At the right end of each row, a pencil icon lets you edit the contact and a trash icon removes them.

Adding a New Contact

  1. Click the + Add Contact button in the upper-right corner of the Contacts tab.

[IMAGE: ezgifframe098.png — Add New Contact modal open with Contact Type dropdown set to Client]

  1. The Add New Contact modal opens. Start by selecting the Contact Type from the dropdown: Client, Collaborator, or Service Pro.
  2. Fill in the required fields:
    • First Name
    • Last Name
    • Company Name
    • Phone
    • Email
  3. If you selected Collaborator, a second dropdown appears prompting you to choose the collaborator's role. Options include: Agent, Lender, Inspector, Title, Appraiser, and Espro.
  4. If you selected Service Pro, choose the trade type: Landscaper, Electrician, Carpenter, Locksmith, Roofer, Painter, Contractor, HVAC, Plumber, or Insurer.
  5. Click Add to save the contact, or Cancel to close without saving.

💡 Tip: You can add as many contacts as needed across all three groups. There's no limit on the number of collaborators or service pros per listing.

Editing or Removing a Contact

  • To edit a contact, click the pencil icon at the right end of their row. The same form used to add the contact will open with their details pre-filled.
  • To remove a contact, click the trash icon at the right end of their row.

⚠️ Note: Removing a contact from a listing deletes them from that listing only. It does not affect contacts stored elsewhere in your account.