Creating a contact in your new Elevate platform is much easier than what was previously available in our ListingBook platform.
Previously to add a client you would either add a buyer or seller in your client manager as shown in this screenshot:
In Elevate, these clients are known as "contacts" . To add contacts, you would simply click the "Create Contact" button on the left side of your screen after logging into your Elevate CRM, as shown in the screenshot below:
Under the "Type" drop-down menu when creating a Contact, is where you can select if they are a buyer, seller, etc.
If you want to go revisit your contacts to edit their information, or add to-do's select "Contacts" on the left and select the contact you wish to edit.
You will be presented with a page similar to this:
From this page, you can create home searches for the client, as well as add tasks. Tasks are essentially "To-Do" reminders for you to keep track of; such as "Call Tom at 11:00AM on 7/19" You can also view their search history, and any saved properties they're interested in.