Use this article to create a contact on the Contacts page, add, rename, reorder, or delete contact groups, assign a contact to a group, and edit or delete a contact from their profile.
Create a contact on the Contacts page
Create a contact in the Create new contact window on the Contacts page. A first name, last name, and email address are required.
Steps:
Click Add New in the upper right of the Contacts page
Enter the contact's first name, last name, and email address
Click Create
The contact is saved to your My Contacts list, and the Contacts page opens.
The Create new contact window also includes these options:
Phone: Enter a phone number for the contact.
Additional Emails: Click Add to include up to five more email addresses.
Invite to Perchwell: Turn on to email the contact an invitation when you click Create.
Create Tag: Turn on to create a Client Tag for the contact when you click Create.
To add a company, job title, or group, edit the contact's profile after you save them. See Assign a contact to a group and Edit a contact's details.
To create a contact while you share a listing, click Listing Actions on the listing, choose to share by text, then click Create Contact. The Add Contact window that opens also has an Additional information section with optional Company, Title, and Group fields.
For more information:
Invite Clients to Perchwell and Resend Invitations explains what invited clients can access and how to invite a contact later.
Tags Page Overview covers Client Tags.
Bulk Upload Contacts from a CSV File explains how to add multiple contacts at once from a CSV (comma-separated values) file.
Add, rename, reorder, or delete contact groups
Add, rename, reorder, or delete contact groups in the Manage Groups window on the Contacts page. Contact groups organize your clients and leads by status, relationship, or stage. The default groups are Actively Searching, Passively Searching, Inactive, and New Contacts.
Click Manage Groups in the upper right of the Contacts page to open the Manage Groups window, then:
Click Add Group to create a group, such as Investor clients or Open house leads. Enter a name in the Group name field, then click Save.
Select a group to rename it. Change the Group name field, then click Save.
Select a group, then click Delete group to delete it.
Drag a group by the six-dot handle on its left to change where it appears in the Grouping dropdown on a contact's profile.
Enter a group name in the Search groups field to find a group.
Deleting a group does not delete its contacts. Those contacts are no longer in any group until you assign them to a new one.
Assign a contact to a group
Assign a contact to a group from their profile on the Contacts page. Each contact belongs to one group at a time, which means selecting a new group replaces the current one.
Steps:
Click the contact's name on the My Contacts tab
Click Edit profile
Select a group under Grouping
Click Save profile
The contact's group shows in the Group column on the My Contacts tab.
To assign multiple contacts to a group at once, select them on the Contacts page and choose Assign to existing group from the Actions menu. Contacts Page Overview covers the Actions menu.
Tip: To see every contact in a group, click the filter icon next to the Group column heading and select that group. The filter lists your own contact groups.
Edit a contact's details
Edit a contact's profile on the Contacts page to add details the Create new contact window does not include, such as a company, job title, or address, or to update their phone number and additional email addresses. The profile also holds the contact's group, Reverse Prospecting toggle, Contact Status, and Contact Type.
Steps:
Click the contact's name on the My Contacts tab
Click Edit profile
Update the contact's details
Click Save profile
The contact's profile shows the updated details.
Important: After you invite a contact to Perchwell, their first name, last name, email, and phone number are locked. To change a locked field, contact Perchwell Support.
Invite Clients to Perchwell and Resend Invitations explains how to invite a contact or resend an invitation from their profile.
Delete a contact
Delete a contact from their profile on the Contacts page.
Important: Deleting a contact is permanent and cannot be undone.
Steps:
Click the contact's name on the My Contacts tab
Click Delete contact at the bottom of the Contact Details tab
Click Delete in the Delete contact window
The contact is removed from your My Contacts list.
To delete multiple contacts at once, select them on the Contacts page and choose Delete from the Actions menu.
