When you are creating/editing a contact or lead, there are many fields to add information to that help you keep track of the details you need. Use the list below to learn more about each field:
Full Name
Enter the contact's name.
Primary Email
Enter the contact's email address, and label the address as Personal, Work, or Other.
Primary Phone
Enter the contact's phone number, and label it as Home, Mobile, Work, or Other.
Lead Source Type and Lead Source
Label where the lead came from. This can be from an outside source, or from a contact in your database. Choose one of the options:
- Select from list - choose an outside lead source from the drop-down provided.
- Select from Contacts - start typing the contact's name and choose the contact from the drop-down.
Assignee and Lead Routing Options (Team Command Account Only)
The Assignee on a lead/contact, in the team Command account, has full access to edit, add notes/activities, add to SmartPlans, and create Opportunities for this lead/contact. That being said, only the lead/contact Owner can archive or delete.
- Select any team member from the drop-down.
- Send to Lead Routing - this will send the lead to the team's lead routing workflow. If there are no routes set up, it will go straight to the Lead Pool.
- Send to Lead Pool - the Lead Pool is where all team-owned, unassigned leads/contacts populate. No one on the team is assigned, so they are separate from the main team database. Any agent on the team can claim a lead/contact in the Lead Pool, which will make them the Assignee.
Collaborators (Team Command Account Only)
Add any number of team members as Collaborators on any lead/contact. Collaborators have view-only access to the lead/contact, with the ability to add notes.
Mark as Lead
Checking this box will indicate that this is a lead. Unchecking this box, in the future, will convert the lead to a contact.
- Leads are people you have contact information for, but haven't connected with yet. Communication is one-way, offer-based, and focused on getting a response and beginning a relationship.
Tags
Tags are a way for you to organize your database. Use the drop-down, start typing the name of the tag, and select the tag from the results list. If this is a new tag, you will see a + Create Custom Tag option. Once you create the tag for one contact, you will be able to find it on the Custom Tags results list in the future.
- To learn about the Custom Tags settings page, click here.
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Click + Add More Information to get access to more fields. |
Additional Contact Information
Preferred Method of Contact
Choose between Email, Phone, Text, or Do Not Contact.
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These options are just for reference on the Contact Record. If you need these options to be searchable or filterable in the database view, create and apply a Custom Tag (see the section above). |
Additional Email
Enter any additional email addresses, and label the addresses as Personal, Work, or Other.
- Click Add Email, to add additional email addresses.
Additional Phone
Enter any additional phone numbers, and label them as Home, Mobile, Work, or Other.
- Click Add Phone to add additional phone numbers.
Addresses
Enter the physical address of your contact, and label it as Home, Work, or Other. If this is the contact's mailing address, check the Same as Mailing Address checkbox.
- Click Add Address to add additional physical addresses.
Social Profiles
Add the contact's social media profiles. Select the type of social media, then enter their profile ID or handle. The system will auto-fill the social media platforms domain name automatically.
- Click Add Social to add multiple social media profiles to the contact.
About
Legal Name
Enter a legal name, for the contact, if it is different than what they go by.
Description
Enter a description of your contact. This is separate from any notes you add in the future.
Birthday
Use the Month, Day and Year drop-downs to add their birthday. This will enable you to add them to the Birthday SmartPlan.
- Click here to learn how to add a contact to the Birthday SmartPlan.
Home Anniversary
Use the Month, Day and Year drop-downs to add their home anniversary date. This will enable you to add them to the Home Anniversary SmartPlan.
- Click here to learn how to add a contact to the Home Anniversary SmartPlan.
Relationships
If any of your contacts (that have already been added to your database) are associated with this person, add the relationship. Start typing their name and select the related contact from the drop-down list. Then label the relationship from the relationships list.
- Click Add Relationship if the contact you are entering is associated with more than one contact in your database. You will then search and select the contact before saving the update.
Work
Enter the contact's work information. Start typing and select the company name from the drop-down, then enter the contact's job title.
Custom
Custom Fields
Everyone organizes their database in a different way, and needs to add unique types of information for each contact.
Click + Add Custom Field to create a field we haven't thought of. Use the drop-down, start typing the name of the custom field, and select the custom field from the results list. If this is a new custom field, you will see a +Create Custom Field option. Once you create the custom field for one contact, you will be able to find it on the Custom Custom Fields results list in the future.
- To learn about the Custom Fields settings page, click here.