Objective
To provide a clear and concise process for adding, editing, and managing client contacts, ensuring accuracy and efficiency in data entry and retrieval.
Key Steps
Access the Contacts Page
Navigate to the "Contacts" section in the CRM.
Add a New Client Contact
Click on the "Add Contact" button.
Fill in the following fields:
Client Name: Enter the full name of the client.
Email Address: Enter the client's email address.
Phone Number: Enter the client's phone number.
Estimated Credit Score: Input the estimated middle credit score (this is crucial for mortgage insurance calculations).
Address (optional): Enter the current home address of the client if necessary.
Click "Save Contact" to store the information in the database.
If you are ready to create a deal with this client, select "Save Contact and Create Deal" to proceed to the deal creation screen.
Input Additional Notes
If needed, add notes about the client (e.g., how you met them, important reminders) in the notes section.
Search and Sort Contacts
Use the search bar to find specific clients by typing their name.
Sort contacts by "Newest Added" or "Oldest Added" to locate clients efficiently.
View and Manage Client Deals
Click on a client’s name to view associated deals and properties.
Access the deal home for any deals related to the client.
Edit or Delete a Contact
To make changes, click on "Edit Contact" and update the necessary fields.
If needed, you can delete the contact or suspend it if the client is no longer working with you.
Cautionary Notes
Ensure that the estimated credit score is accurate, as it will directly affect mortgage insurance calculations.
Be cautious when deleting or suspending contacts; confirm that the action is necessary and that you have checked for any ongoing deals or communications.
Tips for Efficiency
Regularly update the contact information to ensure accuracy and relevancy.
Utilize the notes section to keep track of important details that may help in future interactions with the client.
Familiarize yourself with the search and sort functionalities to quickly locate client information.
Consider setting reminders for follow-ups based on the notes you have entered for each client.
By following these steps, team members can effectively manage client contacts, reducing misunderstandings and errors while maximizing productivity and accuracy in task execution.