Contacts page overview
Use Contacts as your hub for managing client relationships.
Add contacts before you share listings and reports.
Invite clients to Perchwell when they need a client portal.
Organize contacts with groups.
Review shared activity from the Contact Detail Page.
Contacts page access
Steps:
Click Contacts in the top navigation
From Contacts, you can:
Click Add Contact
Import contacts with Bulk Upload
Open a contact profile
Export contacts
Create a group
Contact creation
Create a contact when you onboard a client or before you share listings and reports.
Steps:
Click Add Contact
Enter the required fields
First name
Last name
Email address
Add optional details
Turn on Invite to Perchwell to send an invitation
Click Add Contact
š” Add a new contact while sharing by clicking Add Contact in the share flow.
Import contacts with Bulk Upload
Upload a CSV to add multiple contacts at once.
Click Add Contact
Select Bulk Upload
Organize contacts with groups
Use groups to segment contacts by status, relationship, or workflow.
Actively searching
Sold
Open house leads
Group assignment
Steps:
Open Contacts
Click a contact name
Click Edit Profile
In Grouping, assign the contact to one or more groups
Click Save Profile
š” Use Filters to find contacts in a specific group.
Shared activity review (Contact Detail Page)
Use the contact profile to see what you shared and what the contact engaged with.
Steps:
Open Contacts
Click a contact name to open the Contact Detail Page
From the Contact Detail Page, review:
Shared listings
Shared searches
Shared reports
Find your agent roster
Your Agent Roster is under My MLS. You can find the list of all agents associated with your MLS here.
Go to your Contacts Page (https://www.perchwell.com/contacts):
ā
Click on the My MLS section:
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Now you will be able to see the agent roster. You can search for an agent to find their details.
Tips
After you invite a contact to Perchwell, you cannot update their email address.
Add up to five additional email addresses to a contact.