Creating a contact

Creating a contact involves entering the contact's information. If desired, you can manage a contact as a prospect, and set up search criteria as well, but this is not necessary.

To set up a contact

  1. Choose Contacts/Prospects from the Contacts pull-down menu. Then click "Create New Contact."

  2. Type in 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.

  3. If you would like to manage your contact as a prospect (so you can set up search criteria, save listings for them, etc.), check the Manage as Prospect box. Additional settings become available; see Setting up a prospect for details.

  4. Click Submit. The list of your contacts should display.

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

See also

About contacts and prospects

Deleting a contact