How to Utilize Contact Types on Mobile

Ensure your CRM reflects the current stage of every client's real estate journey.

• Access the Type Menu: Open a contact’s profile and tap the current Client Type label located directly under their name.

• Select Status: Choose from the full list of options—including Buyer, Seller, Renter, or Investor—to accurately categorize their current status.

• Save Changes: Tap Save to update the profile immediately, ensuring your long-term tracking and filters remain accurate.