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      Contact Card

      Understanding and utilizing the contact card

      Updated: October 21, 2024


      The Contact Card is a powerful tool designed to streamline your interactions with property owners. 

      1. Navigating to Contacts:

        • Access the Contacts section located on the left-hand side of the menu bar.
        • Your contacts will be listed, with the most recent ones displayed first.
        • Utilize the search function to find contacts by name, email, business name, or tag. Note that searching by phone number requires at least three digits.

      2. Utilizing Filters:

        • Employ filters to narrow down your search criteria, such as properties on a specific street, in a particular town, or within a designated area code.

      3. Understanding Contact Cards:

        • Click on a contact to view their Contact Card, which contains comprehensive details about the owner and property.
        • Company is to be used when if the owner has multiple properties so you can easily link them. You can learn more about handling an owner with multiple properties here. 

      4. Customizing Display Fields:

        • Use the "Hide Empty Fields" option to display only fields with completed information.
        • Explore pre-populated custom fields and folders, and customize them according to your requirements.

      5. Actions and Automations:

        • Add, create, or remove tags for easy categorization.
        • Monitor the contact's involvement in workflows and opportunity pipelines.
        • Utilize "Do Not Disturb" settings as needed.

      6. Conversation History:

        • Access a comprehensive log of all communication activities, including calls, emails, and text messages.
        • Assign a primary user and include followers for collaborative efforts.

      7. Continuing Conversations:

        • Engage in further communication via email or SMS, depending on available contact details.
        • Leverage CC and BCC options for additional recipients.

      8. Tracking Activities and Tasks:

        • Monitor when they visit website-based Vintory built sites (landing page, ROI Calc, calendar link, ect.) and form completions.
        • Create tasks and appointments, assigning them to relevant team members and setting due dates.

      9. Managing Documents and Payments:

        • Track document statuses, from sent to completed, and access them for download or sharing.