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Contacts

The Contacts view (Fig. 6) lists contacts by status. The list contains an array of information about each contact.


Figure 6 Contacts page

(warning) To see more information about a contact, click the contact name.

Contact List

The following tables describe the features of the list.

Icons

Icon

Description

Contact

Click the name to go to the Contact Summary.

Phone icon ( )

Displayed if the contact provided a phone number. Move the mouse over the icon to see the phone number. The phone number also appears on the Contact Summary.

Mortgage Pre-Approval icon ( )

This contact requested information on mortgage pre-approval when signing up.

Listing Alerts icon ( )

The contact receives listing alerts.

Invalid Email icon ( )

The contact email address has not passed our email validation process and does not appear to be a working email address.

Unsubscribed icon ( )

The contact has unsubscribed from automatic system email and listing alerts.

First Call New Message icon ( )

If you subscribe to First Call, this icon appears when you have a new comment from the call center concerning a contact.

First Call New Message and Immediate Callback Request Icon ( )

If you subscribe to First Call, this icon appears when you have a new call from the call center and a contact requests that you call them back immediately.

Columns

Label

Description

Looking In

The contact is looking for a home in this city or town.

Avg Price

Average price of all listings the contact has viewed on your site. Market Leader tracks contact activity on the site and calculates the average from the listings a contact views. If a contact has no viewed listings, the average is zero. The system uses the average price to recommend listings.

View

The number of listing a contact viewed on your website.

Save

The number of listings a contact saved on your website.

Created

The date a contact signed up on your website or when you added the contact to your account.

Activity

The last time a contact visited your website. If this date is given as a time of day, the visit occurred within the last 24 hours. If it is a date, then the visit occurred more than 24 hours ago.

Time Frame

The contact time frame to buy a home. When a contact registers on your website, they are asked when they intend to buy. The choices are Now, 1-3 months, 3-6 months, 6+ months, or Just looking.

Contact Status

Where the contact is in the home buying process. To change the status for a contact, click in the Status drop-down list and choose a a status type.

Actions

Transfer Contact Icon ( )

To transfer the contact to another agent, click the icon and follow the on-screen instructions. At this time contacts can only be transferred to other agents with Vision accounts.

Email Contact icon ( )

To send an email to a contact, click the Email Contact icon and follow the on-screen instructions.

See Also