Contact Profile Overview

Your contact profile is your command center for managing relationships, staying organized, and delivering a better client experience—from first conversation to closing and beyond.

Overview

The Contact Profile brings everything you need into one place:

• Contact details

• Communication history

• Tasks and reminders

• Notes and preferences

• (When enabled) access to your Service Network

Instead of jumping between tools, you can manage your entire relationship from a single screen.

Contact Profile Layout

1. Contact Card

At the top of the profile, you’ll find key contact details:

• Name

• Primary phone number

• Primary email address

This gives you quick access to reach out without digging through fields.

2. Social Links

Quickly access your contact’s social profiles (LinkedIn, Facebook, Instagram, etc.). Simply paste a profile URL into the contact record to enable clickable icons.

3. Quick Actions

Take action without leaving the page:

• Add a Reminder

• Add a Note

• Adjust Auto Reminders

💡 Use this area to stay proactive with follow-ups.

4. Contact Tabs

Navigate between key views:

• Details → Full contact profile

• Upcoming → Tasks, reminders, and important dates

• History → Emails, texts, calls, and activity

• Notes → Personal insights and reminders

5. Relationship

Track and manage engagement:

• Last time you contacted them

• How often you want to stay in touch

Touch reminders automatically appear in:

• Your Daily Email

• Calendar

• Today Page

6. Tags

Organize and segment your contacts.

Tags can be used to:

• Categorize (Buyer, Seller, Past Client)

• Trigger automations

• Filter lists for marketing

7. Contact Info

Store all essential details:

• Name and contact info

• Source (how you met them)

• Social profiles

• Website

This is your single source of truth for contact data.

8. Flows

Automate your follow-up using Flows.

Examples:

• New Lead nurture

• Active buyer communication

• Past client check-ins

Learn more about Flows

9. Touch Dates

Never miss important moments:

• Birthday

• Home Anniversary

• Work Anniversary

These can trigger automated outreach or reminders.

10. Addresses

Store:

• Home

• Work

• Investment properties

Useful for:

• Mailers

• Property tracking

• Deal context

11. Additional Details

Capture deeper insights:

• Title/Job Title

• Company

• Nickname

• Marketing Name

These fields help personalize your communication.

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12. Spouse/Partner

Keep related contacts connected within one record.

Includes:

• Name

• Email

• Phone

• Birthday

Note: Spouse/Partner email addresses receive marketing emails sent to primary contact.

Service Network (If Enabled)

When your brokerage has set up Service Network, you’ll see an option to access trusted service providers directly from the contact profile.

Use this to:

• Recommend lenders, inspectors, title reps, and more

• Introduce partners at the right time in your transaction

• Provide a more seamless client experience

If you do not see Service Network, it means your brokerage has not enabled or configured it yet. Reach out to your admin for access.

Introduce providers early (like lenders before showings) to create a smoother, faster transaction.

Best Practices

• Use Notes to capture personal details that build stronger relationships

• Set Auto Reminders so no contact goes cold

• Apply Tags consistently for better organization and marketing

• Check History before reaching out to stay context-aware

• Use Flows to automate repetitive follow-up