Using the Contacts Tab

1. Evaluate - Immediate action needed. Evaluate this contact as priority, long-term, or short-term. Contacts that submit a website form will automatically be set to this status, unless the contact is already set to Priority.
2. Priority Prospect - Your best, hottest prospects. Focus on these contacts the most.
3. Short Term Prospect - These prospects aren't ready to transact now, but it won't be long.
4. Long Term Prospect - Your coldest prospects. Stay in front of these contacts with automated e-mail and the occasional phone call.
5. Closed - Closed business. This is where you want all your prospects someday.
6. Archived - Non-prospects or contacts you have no expectation to do business with.

1. Click on Email, and it will now give you the ability to email that client directly from the client record in the CRM.
   1. Type in the subject
   2. Type in the body
   3. Click send
2. These emails you send from the client record are also accessible from the conversations tab or “Inbox”.

Click here to learn more about the Conversations Tab.

1. Contact Details - here you can edit your client's contact information (including an alternate contact name and information)
2. Address - here you can input and/or update the client's home address
3. Company Info - here you can input and/or update the clients company information (including a company address)
4. Website Login Info - here you can view your contacts login information for your website (if they have registered on your website)
5. Assignments - this section becomes relevant when using a broker or company solution, ignore this section if you are using a MetroList.com Solution as an individual agent. Here you should see that yourself is assigned to the contact
6. Client Groups - here you can add or remove your client to and from a client group. You can also create a Client Group in this section by clicking on 'New Group'
7. Client Campaigns - this section becomes usable when you are at the Premier Package level, if you have the Advanced or Professional Solutions, disregard this section.
8. Important Dates - here you can add things such as Birthdays and Anniversaries, or you can even create Other dates that you'd like to keep a record of for each individual client.
9. If you made any changes, make sure to click Save Changes.

1. Contact Activity Stream - here you can view a list of every action that your client has made. Such as: submitting a lead, saving a property, opening an email, or registering on your website etc.
2. Activity Summary - this is a summary view of every activity that this specific client has made. This is where the client's 'Interest Level' gets calculated from - the system does a tally of recent activities to give you a quick summation of how active/interested they are or have been in the recent past. 
3. Lead Inquiries - here you will be able to view any lead or inquiry that this client has filled out on your website. When your client fills out a lead form on your website, that lead will auto populate both into this section of the specific client, and it will also appear in the Leads Tab .

   Click here to learn more about the Leads Tab.

1. To add a New Task reference the right-hand side of the page in the section titled 'Add New Task':
   1. Fill in the Title
   2. Add a Description in the Notes
   3. Select a due date
   4. There is an option to Assign the contact to someone, disregard if you are not on a company or broker solution of MetroList.com
   5. Set a Reminder
   6. Click Add Task
   7. Click Save Changes
2. Once you have added a New Task you will see it appear under the Client Related Tasks on the left-hand side. Inside each task you will be able to do the following:
   1. Edit the task
   2. Mark as Done - a window will pop up, click Complete
   3. Delete the task - a window will pop up, click Delete
3. If you made any changes, make sure to click Save Changes.

1. Notes will be added into this section for you if you:
   1. Have a 'Note' field in your contact import for this specific client
   2. OR if the client submits a lead, it will also be viewable in this section
2. To Add New Note
   1. Select Note Type either Note or Phone Call
   2. Type in the Notes field
   3. Click Save Note
3. Once you have added a New Note you will see it appear under the Saved Notes on the left-hand side. You can view your notes, phone calls and leads for this client, under this section.

1. New Saved Search - Clicking on New Saved Search allows you to create a new saved search for your client and set them up with Automatic Listing Alerts by Email, right from your MetroList.com Dashboard.
2. Existing Saved Searches - if the client has already saved a search through their consumer log in on your website, you are able to do two things:
   1. Configure Criteria - here you are able to Configure Criteria on an existing saved search.
   2. Edit Notification preferences - here you are able to change this client's notification frequency on an existing saved search.

   Click here to learn how to create a new saved search, edit an existing saved search and to set your clients up with Automatic Listing Alerts by Email.

1. Click Delete on a specific listing to remove a Saved Listing from this client record

1. Contact Name
2. Description
3. Source
4. Source URL
5. Date
*If you click on the Contact Name, it will take you right back to the Client Record

Click here to learn more about how to use the Listings tab to share instantaneous listings to your clients

*Contacts also are in the Activity Dashboard under Contact Activity Steam as well, and again giving you all of the contact activity information on every one of your clients that is under recent activity as well.