New client account

An account is an entity or person you do business with.

Example: Realtor, product vendor, service provider.

Name : Can be business name or person

Notes: Important notes regarding the account

Account Type:

Realtor
Homeowner
Brokerage
Vendor
Escrow
Investor
Property Manager
Builder
Other
Realtor Team

Primary Contact: The lead person associated with this account
Click the dropdown to see and select from your existing contacts

Contacts are people who are associated with accounts. You can have a primary contact and additional contacts associated with that account.

Example
Account :San Marcos Realty
Primary Contact: Jean Colborne
Additional Contacts: Reme Smyth, Jaunita Lores.

Communication Preferences

Text, phone, email, other, Do not contact

Parent Account: You can also associate an account with a Parent account.

Example: San Marco’s Realty is a division of Pacific Sotheby’s so the Parent account would be Pacific Sotheby’s

Status; defines where in the pipeline the project is located, and is filter to view/ sort on the project page. Clicking on the arrow in the status field opens a dropdown to select the status.

Active, Inactive, Lead, Target , Prospect, Other, Do not Contact.

Value Rating; defines the importance you place on this account. Clicking on the arrow in the Value field opens a dropdown to select the rating