Add professional contacts to a contact

– COMING SOON

• Your CRM can be a powerful tool for managing your client relationships, and that includes keeping track of the professionals they work with. Here’s how to effortlessly link or add professional contacts to your client profiles with PropertyList.es:

1. Access the Client Profile: Open the specific client’s profile you want to associate a professional contact with.
2. Find the “Link Contact” Option: Look for a dedicated button labelled “Link Contact” within the client’s information page.

Adding a New Contact:

1. Fill in the Details: Once you’ve selected “Link Contact,” you can enter the new professional’s information directly. This typically includes name, title, company affiliation, and contact details (email, phone number).
2. Specify the Relationship: A key feature is the ability to define the type of professional contact. Choose from a list of options like “Lawyer,” “Architect,” “Gardener,” “Keyholder” and more. This helps categorize your client’s network for future reference.

Adding from Existing Professional Contacts:

1. Select from Your List: If the professional contact already exists in your CRM, you can simply choose them from a dropdown menu instead of entering all the details again.

Benefits of Linking Professionals:

• Enhanced Client Service: By having all relevant professionals linked to a client, you can streamline communication and collaboration.
• Improved Organization: Categorize your client’s network for better searchability and reference, helping you understand their ecosystem.
• Streamlined Workflow: Easily access contact information for all parties involved with a client, saving time and effort.