Adding a contact

Effortlessly expand your network! Adding new contacts to PropertyList.es is quick and convenient. Here’s how:

1. Navigate to “Contacts”: Locate the “CONTACTS” tab within your PropertyList.es account. 
2. Click “Add Contact”: Look for a button labelled “Create Contact”. This will open a contact creation form.
3. Enter Details: Fill in the contact information fields, such as name, email address, phone number, and company affiliation (if applicable).
4. Optional Information: Depending on your needs, you can add additional details like website, social media handles, or even a custom label to categorise your contacts.
5. Save and Organise: Once all information is entered, click “Save”. Your new contact will be saved in your central contact list.

Bonus Tip: Leads are automatically converted into contacts. This can save you time by pre-populating some contact information and linking the enquiry with the contact. 

Stay in the loop with complete contact history!

PropertyList provides a dedicated timeline for each contact, giving you a clear view of:

• All communication: See every enquiry or message sent and received, along with any links shared and more.
• Detailed edits: Track changes made to contact information, with timestamps and usernames for complete transparency.

This comprehensive timeline empowers you to stay informed and build stronger client relationships.