Use this article to find the contacts moved from Paragon and make sure each one has an email address before you invite them to Perchwell.
Find your contacts moved from Paragon on the Contacts page
Open the Contacts page to find your contacts moved from Paragon on the My Contacts tab. Some fields did not move, because Paragon did not send every field. In Paragon, your contacts were in the Collaboration Center.
Contacts moved in a one-time transfer the week before your Perchwell access date. Changes made in Paragon after that date are not in Perchwell.
Add an email address to a contact moved from Paragon
Add an email address to any contact that moved from Paragon without one. On the My Contacts tab, those contacts have an empty Email column. Perchwell requires an email address to create a contact, but some contacts moved from Paragon without one. Without one, a contact is left out of the contact list when you:
Share a listing by email
Share a saved search
Share a report
Send a message
Steps:
Click the contact's name on the My Contacts tab
Click Edit profile
Enter the contact's email address
Click Save profile
The email address shows in the Email column, and the contact appears in the contact list the next time you share from Perchwell or send a message.
Invite contacts moved from Paragon to Perchwell
Contacts moved from Paragon arrived uninvited, which means they do not have access to Perchwell until you invite them. Check each contact's email address before you send an invitation, since it is locked once the contact is invited. To change a locked email address, contact Perchwell Support.
For more information:
Invite Clients to Perchwell and Resend Invitations explains how to invite a contact from their profile.
Create and Manage Your Contacts in Perchwell covers editing a contact and which details lock after an invitation.
Sample Emails to Tell Clients About Perchwell has emails to copy that tell clients you moved to Perchwell.