Contact Management

Contacts aggregate data from leads and agent applications. This page covers how to work with contact information effectively.

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Contact Details

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Client Contacts

Each client contact shows:

• Name, email, phone — from the lead form submission
• Lead count — number of leads from this person (deduplicated by email/phone)
• First created — when the first lead was submitted

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Agent Contacts

Each agent contact shows:

• Name, email, phone — from the agent application
• Agent status — pending, approved, blocked, or needs correction
• Agent type — agency or individual

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Relationship to Leads

Contacts and leads are connected but serve different purposes: A single contact may represent multiple leads. For example, if a person submits inquiries for 3 different apartments, you’ll see 1 contact with lead count = 3.

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Exporting Contacts

To export your contacts:

1. Navigate to the Contacts section
2. Apply any filters (All / Clients / Agents) if needed
3. Click the export button
4. Download the CSV file

The CSV includes: contact name, type, phone, email, details, and date.

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Next Steps

• Contacts Overview — filtering and searching contacts
• Lead Management — managing individual lead records
• Agent Network — managing agent partners