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