Add Contact

Contacts are the central focus of the WE ARE REALTY CRM. There are several ways to add contacts into your database within the system. This includes importing several contacts at once, syncing contacts with your google account and adding contacts individually.

How to Add a Contact

Creating a new contact (also referred to as “Lead”, “Client” or “Customer”) is simple and can be created from any page within the Partner CRM.

Step 1 – Login to your Partner Account

Step 2 – Click the “Add Contact” or “New Lead” button located in the header menu.

Step 3 – Enter the details and required fields then click “save”