Chapter 4: Understanding Individual Contact Records: The 360-Degree View

Once you have captured a lead or client's information and they exist as a Contact in Close Master (as covered in Chapter 2 and Chapter 3), the individual Contact Record page becomes your central hub for everything related to that specific person. This page is far more than just an entry in a digital address book; it's designed to provide a comprehensive, 360-degree view of your relationship with that individual. Here you'll find their detailed information, a complete history of all communications across every channel, associated deals (listings or buyer agreements), upcoming appointments or tasks, internal team notes, and the tools needed to interact with them directly and manage the relationship effectively. Knowing how to quickly navigate and utilize this page is crucial for providing personalized service, tracking progress accurately, and collaborating efficiently with your team.

Sections in this Chapter: