Use this article to find the contacts moved from Matrix and make sure each one has an email address before you invite them to Perchwell.
Find your contacts moved from Matrix on the Contacts page
Open the Contacts page to find your contacts moved from Matrix on the My Contacts tab. Contacts moved with their name, email address, phone number, and any additional email addresses.
Contacts moved in a one-time transfer at the start of your Perchwell member training. Changes made in Matrix afterward are not in Perchwell.
Add an email address to a contact moved from Matrix
Add an email address to any contact that moved from Matrix 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 Matrix 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. The contact appears in the contact list the next time you share from Perchwell or send a message.
Invite contacts moved from Matrix to Perchwell
Contacts moved from Matrix arrived uninvited, which means they do not have access to Perchwell until you invite them. Invite a contact to give them Messages and their own searches. Contacts you have not invited can still open listings you share by link, email, or text, with no login.
Invite one contact from their profile, or select up to 100 contacts on the Contacts page, click Actions, and select Invite to Perchwell. To invite contacts as you add them, bulk upload a CSV (comma-separated values) file of up to 100 contacts at a time.
Check each contact's email address before you send an invitation. After you invite a contact, their first name, last name, email address, and phone number are locked. To change a locked field, contact Perchwell Support.
For more information:
Invite Clients to Perchwell and Resend Invitations explains how to invite a contact from their profile, from the Actions menu, or during a bulk upload.
Bulk Upload Contacts from a CSV File covers the CSV template, the 100-contact limit, and fixing import errors.
Create and Manage Your Contacts in Perchwell covers editing a contact and which details lock after an invitation.