How to Navigate Contact Tabs on Web

Every contact profile is organized into six specific tabs to help you find the "full story" of your relationship.

• Details: Your home for contact info, mailing addresses, and background notes.

• Activity: A chronological feed of every change and milestone logged on the record.

• Properties: Log homes for sale, search criteria for buyers, and closed transactions.

• Relationships: Build a network of family, friends, and business partners connected to the client.

• Follow-Ups: A dedicated space to manage scheduled outreach and nurture tasks.

• Files: A digital filing cabinet for uploaded documents and AI-generated MYRA Notes.