Once a user is created or uploaded into your SweepBright address book, you edit all the contact information. 

  1. Select the Contact you would like to edit

2. In the contact overview screen you can access:

  • Contact info: contact + picture + address
  • Preferences: Investor, Buy/Rent, Pricing range, Bedrooms, Location preference, Property Type
  • Interactions: history of interactions
  • Notes: open text field
  • Settings: Archive Lead
  • Matches: find properties that match the criteria of the contact

The more information you provide, the more your matches will be accurate.
Did you know? You can start a conversation (mail/phone/message) directly from the contact overview screen by clicking on the icons next to the contact's avatar.

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