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.