Contacts | SweepBright Help & Learning

Contacts

Learn about leads and vendors

13 articles in this collection
Written by Michiel Van Hove and Arie

Web Application

Contacts - Register an interaction (web)

Follow up interactions (E-mails, Calls, and visit) with a contact

Written by Arie
Updated over a week ago

Contacts - Add a new lead or vendor (web)

How can I add a new contact?

Written by Michiel Van Hove
Updated over a week ago

Contacts - Edit contact information (web)

How can I edit a leads/vendors contact information?

Written by Michiel Van Hove
Updated over a week ago

Contacts - Use the contact filter (web)

Find out how to filter contacts

Written by Michiel Van Hove
Updated over a week ago

Contacts - Create a preset location preference (web)

Discover how you can set a location preference for a contact

Written by Michiel Van Hove
Updated over a week ago

Mobile Application (iOS)

Contacts - Register an interaction (mobile)

Follow up interactions (E-mails, Calls, and visit) with a contact

Written by Arie
Updated over a week ago

Contacts - Add a new lead or vendor (mobile)

How can I add a new contact?

Written by Michiel Van Hove
Updated over a week ago

Contacts - Edit contact information (mobile)

How can I edit a leads/vendors contact information?

Written by Michiel Van Hove
Updated over a week ago

Contacts - Use the contact filter (mobile)

Find out how to filter contacts

Written by Michiel Van Hove
Updated over a week ago

FAQ

How can I extract a vendor report? (mobile)

Keep your vendor updated about the progress on his properties you manage

Written by Michiel Van Hove
Updated over a week ago

How can I send a vendor report? (web)

Keep your vendor updated about the progress on his properties you manage

Written by Michiel Van Hove
Updated over a week ago

How can you share contacts with SweepBright? (mobile)

Quick tip on how to directly add a contact to your iOS SweepBright app

Written by Michiel Van Hove
Updated over a week ago

How can I tag a contact as an investor? (mobile)

Learn how to tag a contact as an investor

Written by Michiel Van Hove
Updated over a week ago