Creating a New Contact

Learn how to build your database and set up automated follow-ups in three simple stages.

Phase 1: Personal Information

The first step to building a relationship is capturing the essentials.

1. Navigate to Contacts: Click the Contacts tab in the top navigation bar and select + Add Contact.

2. Basic Details: Enter the contact’s full name, email, and phone number.

3. Automation Toggles:

   • Birthday Follow-Up: Set a birthdate and toggle this on to automate annual greetings.

   • Mark as Lead: Toggle this if the contact is an active prospect in your sales pipeline.

4. Categorization: Assign a Client Type (Buyer, Seller, etc.) and add them to specific Groups for easy filtering later.

5. Extras: Add a mailing address, link spouse/partner relationships, and log any relevant background in the Notes section.

Phase 2: Property Details

ClientKeeper allows you to track a contact’s past, present, and future real estate needs.

• Add Home for Selling: Log the details of their current listing.

• Add Looking For: Specify what your buyer wants.

  • Define Location Preferences (neighborhoods or school districts).

  • List Desired Features (e.g., "Pool," "Open Floor Plan").

  • Set Property Requirements like land size (Acreage).

• Add Home Closed: Record successful transactions for your historical data.

Phase 3: Follow-Up Preferences

Ensure no client falls through the cracks by scheduling your next touchpoint.

1. Select Frequency: Choose a Default Recurring interval (e.g., "Each Week") or set a Custom Recurring date.

2. Choose Method: Select how you prefer to reach out, such as a Phone Call or Email.

3. Finalize: Click Save to confirm the schedule and Create Contact to finish.

Pro Tip: Click a contact's name from your main list at any time to update their property preferences as their search evolves.