Create a contact

You can create a contact record for anyone that you want to track contact information for. Contacts can be managed as prospects, enabling you to save search criteria and listings for the contact, if desired.

To set up a new contact

1. From the Contacts menu, choose Contacts/Prospects.
2. Click the Create New Contact link near the upper left portion of the page.
3. Enter the contact's information. You can enter any text that will be useful for you. No one else has access to your list of contacts or their information.
4. If you would like to manage your contact as a prospect (so that you can set up search criteria, save listings for them, etc.), select the Manage as Prospect check box. See Set up a prospect for details.
5. Click the Save button in the MLS toolbar.

TIP: You can modify your contact information any time by clicking the contact's name on this list.

TIP: View the video tutorials under the "Contacts & Prospects" section on the Learning Center for a quick overview of this feature. The Learning Center can also be accessed directly from the Help menu.

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