Add Contact - Broker Overview

00:04: Hello and welcome to your daily list. Add contact overview video.

00:07: If you're a broker, then this video is for you.

00:11: Navigate to your people Tab and click on the add new Option, under

00:15: contacts to add a new contact record.

00:18: From here, there will be three required Fields.

00:21: But, please start, by choosing the type of contact at the top.

00:23: You can multi-select in this list, but just keep in mind, that once

00:28: it's been set, you're not able to go back in and remove the initial type.

00:32: So in my case, let's go ahead and set up a client and Prospect Under

00:43: company name which is the third required field.

00:45: There may be an option for you to choose an existing company that you are already working

00:49: with. If that's not the case in that company doesn't exist already.

00:53: You can simply type in a new company name.

00:59: And tab through. Once you click save on the contact record, a new company

01:04: is created as well. Don't forget to set up your permissions as this

01:08: is where you can set up. The only me option, meaning that contacts only sitting with

01:12: you. Your office. If you have multiple Brokers, you share within your office

01:16: or subset. Entire company or even select people if

01:20: you're in a team scenario and you want to share with specific individuals.

01:25: Once you've set up those fields, you can simply click save.

01:28: Thank you. And if you have any questions, don't hesitate to contact your daily support team.