Add a Contact

In this article, we are going to explain how contacts are managed in the REALSTACK app. The contacts feature is a powerful tool that organizes your contacts and the information pertaining to those contacts all in one place. 

Let's get started!

Adding a New Contact 

1. Login to the REALSTACK app. 
2. Find “Contacts” on the left navigation menu. 
3. Click “Add Contact”

 4. Fill out the Add Contact Form

1. Assigned To
   1. Assign the contact to a user that will manage this contact.
   2. NOTE: This user will receive a notification email notifying them that they have been assigned a contact. 
2. Team View
   1. When turned ON, it allows all users on your team to view the contact. When turned OFF, only admin accounts and the assigned user can view the contact.
3. Contact Type
   1. Specifies the relationship the contact has to an account (appraiser, attorney, client, etc.).
4. Account
   1. Specifies the client account.
5. Email Opt-In
   1. Allows you to track if a contact agrees to receive any email marketing.
6. Notes
   1. Space for any additional information needed for the contact.  

Once you have completed the entry of user information, click the SAVE button at the bottom of the form.

Managing Contacts from Leads

1. Login to the REALSTACK app.
2. Find “Contacts” on the left navigation menu.
3. Click “View Contacts

4. The “Contacts” table is made up of all the contacts that have been created by a user or generated from a lead form. 

     5. Use the search bar located above the table and search by name, phone number, or email address.

     6. Sort the table by name, email, or created date to quickly find the contact you're looking for. 

     7. The Triple-line Action Menu button on the right of the Contacts Table allows you to quickly edit the contact, delete the contact, or assign an activity to this contact. 

If you still need additional assistance, contact support@realstack.com.