People Overview

00:04: Hello, and welcome to your daily as people tab overview video.

00:08: If you are a broker, then this video is for you.

00:11: When you click into your daily assistance and get signed in the people tab houses, all

00:15: of your contacts and companies, these contacts and companies can be added either

00:19: in listings inside of deals or just manually with the add new options,

00:24: you see here. The people tab itself is going to be composed

00:28: of your contacts which are broken down into clients.

00:31: Prospects other Brokers vendors and in other catch-all,

00:37: What makes this unique is that we also give you the ability to tag those contacts and

00:41: for the break them down by different attributes.

00:43: Like what type of clients they are the products that they work with if

00:47: they're a vendor their vendor type and you can even apply your own custom tags.

00:52: These tags allow you to quickly filter and generate Prospect lists, which you

00:56: can export to excel. Because of the fact that

01:00: you may be participating in deals with other,

01:03: Course, or users you can quickly just talk to your contacts, only by checking

01:07: the Box. You can quickly filter by the type of contact

01:11: that we've mentioned before right here. You'll also

01:15: have the search here options if you wanted to specifically type in a name or company,

01:20: you could quickly find that contact. Within the grid view,

01:24: if I wanted to take a deeper look at a contact, I could just click on their name and their

01:28: side profile will open up. You can view all the information, edit, delete

01:32: and change the permissions on your contact. Including take notes for the contact

01:36: record, right? From the sidebar. There's a secondary tab here

01:40: called links and tags where you can see how you've defined or tagged your contact.

01:45: And to take it a step further, if you have any active deals going on with that contact, they

01:49: will also be displayed within this table.

01:53: There are two icons available in the grid view, the first of which is a clipboard that

01:58: allows you to open up a contact record and make changes to it.

02:03: And the paper airplane allows you to send an email to that contact all though, it doesn't come

02:07: from Delhi, as it comes directly from your own email account.

02:11: If you'd like to add a new contact, simply click add new and fill in the red

02:15: required fields. Under companies, you

02:19: have the same workflow except we don't have tagging so you can search for a company.

02:23: You can export and filter by the type of company.

02:27: You can also go through and once you've found the company in question, you

02:31: can either click the clipboard to edit the company information.

02:34: Click on the company itself to view the information, add notes

02:38: view, any contacts and also any active deals going on

02:42: with that company will be listed here. If we click the

02:46: clipboard we edit that contact record or company record.

02:50: And then, lastly, there's two viewing options when it comes to your people tab, you have

02:54: the list View, and the card or roll it next to you.

02:58: So, you can talk between the two at the top and don't forget, you can always hide

03:02: your sidebar to

03:03: You your information? If you have any questions about your people tab,

03:07: please contact your daily support team. Thank you.