Understanding and utilizing the contact card
Updated: August 22, 2024
The Contact Card is a powerful tool designed to streamline your interactions with property owners.
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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.
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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.
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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.
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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.
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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.
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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.
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Continuing Conversations:
- Engage in further communication via email or SMS, depending on available contact details.
- Leverage CC and BCC options for additional recipients.
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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.
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Managing Documents and Payments:
- Track document statuses, from sent to completed, and access them for download or sharing.
- Track document statuses, from sent to completed, and access them for download or sharing.