The Contacts section is the absolute core of your Close Master account – it serves as your comprehensive Customer Relationship Management (CRM) system, specifically tailored for the needs of a busy real estate agency. This is where every single person your agency interacts with is stored, organized, and managed. Think of it as your central digital database containing detailed records for all your buyer leads, seller leads, current clients actively in a transaction, past clients you want to nurture for repeat business and referrals, your valuable sphere of influence (SOI) contacts, vendors you work with (lenders, inspectors, photographers), cooperating agents from other brokerages, potential recruits, and more. Mastering the tools within this section is fundamental to organizing your business, implementing effective and personalized follow-up strategies, segmenting your database for targeted marketing, and ultimately, closing more deals.
Sections in this Chapter:
- 3.1 Why Contacts Are Crucial: Your Real Estate Database
- 3.2 Navigating the Contacts Screen
- 3.3 Viewing Your Contact List (Buyers, Sellers, Sphere)
- 3.4 Filtering Contacts: Segmenting for Targeted Outreach
- 3.5 Using Tags for Organization (e.g., `Buyer`, `Seller`, `Hot`, `Sphere`, `Property Type`)
- 3.6 Smart Lists: Dynamic Groups (e.g., `Hot Buyers`, `Past Clients`)
- 3.7 Performing Bulk Actions (Tagging, Messaging, Workflows)
- 3.8 Importing and Adding Contacts (Recap)
- 3.9 Managing Companies (Brokerages, Investors, Vendors)
- 3.10 Managing Tasks (Follow-ups, Showings, Paperwork)
- 3.11 Bulk Action History & Restoring Deleted Contacts
- 3.12 Custom Fields vs. Custom Values Explained
- 3.13 Developing Your Tagging & Custom Field Strategy (Real Estate Examples)
- 3.14 Managing Contact Type (Lead, Client, Agent, Vendor)
- 3.15 Contact Followers: Keeping Your Team Informed
- 3.16 Adding Files to Contacts (Listing Docs, Offers)
- 3.17 Associating Contacts (Spouses, Partners - Advanced)
- 3.18 Understanding Do Not Disturb (DND): Managing Communication Preferences