Contacts.

Owned by Florent Vosse (Unlicensed)
Last updated: May 18, 2021 by Marianne Desrosiers (Unlicensed)
2 min read

In the Dashboard, you will find ‘'Contacts’' which groups together all the buyer and seller contacts that you have done business with.

In your NexOne profile, you can choose to create contacts from transactions where the client is represented by another brokerage.

In the contacts section, you have the option ‘'Create CRM’'(Customer Relationship Management).

Add the information of your new contact (name, first name, date of birth etc.) and save.

After saving, you will find your created contact in your ‘'New contacts’'.

 

Completed.