How to Add a New Contact on Mobile

Build your database from scratch with detailed profiles including property info and family details.

• Start Entry: Tap the purple (+) icon in the top right of the Contacts screen.

• Basic Info: Enter the lead’s name, email, and phone number to keep your outreach running.

• Additional Details: * Add their Birthday and toggle Create Birthday Follow Up for an automatic annual reminder.

  • Assign a Client Type (e.g., Seller) and add them to a Group (e.g., First-Time Buyers).

  • Input their Mailing Address and add Family Relationships, like a spouse or child, to personalize future conversations.

• Property Details: On the Properties tab, tap the (+) icon to log a home for selling. Include features, address, square footage, and Estimated Market Value.

• Follow-Up Plan: Before saving, set your initial follow-up frequency and method.

• Finalize: Tap Save Contact to sync everything to your database.