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Add A Contact

Tuesday, September 2nd, 2014

Add a Contact

You can manually add contacts to your Market Leader system to give them access to the listings on the website, to set them up for Listing Alerts, and to track their activity on the consumer website.  Watch the video below to learn more about adding a contact to your site.

Add a New Contact

To add a new contact, start by hovering over the Contacts tab and select Add a Contact from the drop down menu. The Add a Contact page has four sections:

  1. Primary Details
  2. Address
  3. Secondary Details
  4. Emails

The minimal amount of required information to add a contact is:

  • First and last name
  • Email address OR
  • Complete physical address OR
  • Phone number

When you have finished adding your contact, you can click the Save button, found both at the top and bottom of the Add a Contact page.

1. Primary Details

The Primary Details section is where you’ll enter basic information about your contact, such as their name, phone number, or email address.

The Status menu allows you to quickly and easily identify those contacts that need your attention and are most likely to become clients. When manually adding a contact, the most likely status types to use are:

  • Active: Default status applied to manually added contacts. Helps you identify leads you’ve already talked to and started to work with.
  • New: Applied to contacts that have signed up on your website or have been funneled into your system from other sources. This status will add the contact to your Dashboard.
  • Hot: Use this status for leads that are ready to buy or sell now.
  • Sold: Use this status for past clients.

Learn more about Contact Status types.

The Timeframe menu lets you indicate the approximately timeframe your contact is looking to buy or sell a home.
The Type menu is where you’ll indicate what type of contact they are, such as a buyer, seller, or renter. The Subtype field, to the right of the menu, is a free-form field. What this means is you can develop your own subtypes, to help further define what type of contact this is.

you enter your contact’s birthday or purchase anniversary date, then you’ll receive a reminder 45 days before that date. That gives you a chance to send your contact a postcard or greeting card, celebrating the day with them. Learn more about Reminders. Back to top

2. Address

When first entering a contact, we’d recommend entering their primary mailing address in the address section. After you’ve saved the contact, you’ll be able to update the contact page with additional addresses. Fill in all the relevant fields. By selecting the box next to Mailing Address, you are designating this address as the one you will use to send marketing materials to this contact. The required fields for print marketing are:

  • Address
  • City
  • State/Province
  • Zip/Postal Code
  • Country

Note: Address Title: This is used to help you differentiate the address from others. EG (Work, Home, 2nd home, etc)

Next, select the property details you know about this property using the drop-down arrows.  Select:

  • Property Type
  • Square Feet
  • Beds and baths

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3. Secondary Details

Secondary Details is where you can enter the name of a spouse, child, or alternate contact.

Back to top

4. Emails

The Emails section lets you set this contact up on a Listing Alert Campaign as well as have the system send them a Welcome Email. The Listing Alert Campaign is a series of three emails that encourages your contact to sign-up for listing alerts. Note: If you set your contact up on Listing Alerts, then the Listing Alert Campaign will stop. You will definitely want to mark the check box to have a Welcome Email sent to your contact. This will provide them with a user name and password, so they can log into your Market Leader website and begin their home search.