SweepBright Help & Learning
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Contacts
Contacts

Add and manage your contacts

13 articles
How to get leads from portals into SweepBright

Web App


Contacts - Register an interaction (web)Follow up interactions (E-mails, Calls, and visit) with a contact
How to add a new lead or vendor in SweepBright’s Web App?How can I add a new contact?
How to edit a contact information ? (Web)How can I edit a contact information?
How to use the contact filters? (web)Find out how to filter contacts
Contacts - Create a location preference (web)Discover how you can set a location preference for a contact

iOS App


Contacts - Register an interaction (mobile)Follow up interactions (E-mails, Calls, and visit) with a contact
How to generate and send an owner report in your mobile app ?
How to add a new lead or vendor in your SweepBright mobile App?How can I add a new contact?
Contacts - Edit contact information (mobile)How can I edit a leads/vendors contact information?

FAQ


How can I send a vendor report? (web)Keep your vendor updated about the progress on his properties you manage
How can you share contacts with SweepBright? (mobile)Quick tip on how to directly add a contact to your iOS SweepBright app
How can I tag a contact as an investor? (mobile)Learn how to tag a contact as an investor
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