Using the CRM

The CRM lets you track the companies, people, and properties you work with, then use those records on deals. Open CRM in the sidebar to reach Contacts, Companies, and Properties. You can add a record one at a time, filter the lists, and update types, notes, and emails from the table or the record. Each contact belongs to a company, so the two lists stay tied together.

Companies and contacts

Companies are the organizations in your CRM. Contacts are the people at those companies. Types classify both records, including custom types you create, so you can group who you reach out to.

Open a record to edit About in the sidebar. On a company, Compose on the Emails tab includes that company's contacts in To. On a deal, change a company team member's role from the menu labeled Change role to....

On a contact, click the Email or Phone label in the details to show every address or number. Each entry has its own actions menu.

• Reorder entries — Hover an entry and drag the grip beside it. The email at the top is the primary address.
• Make an email primary — Open the address's actions menu and click Make primary.
• Set a phone type — Click a number, then choose Mobile, Work, Fax, or Other in the picker beside it. Click away to save, or press Escape to cancel.
• Remove an entry — Click Delete in the menu of any entry except the primary email, then click Remove.
• Connect your mailbox — If no mailbox is connected, click Email at the top of the record and follow Email integration.

Add a contact

Add one person from the Contacts list. To add many records from a spreadsheet, follow Importing contacts and placements.

• Open the dialog — On Contacts, click Add contacts.
• Enter the required fields — Fill in Company, First name, Last name, Email, and Types.
• Save the contact — Click Save contact.

Add a company

Add one organization from the Companies list.

• Open the dialog — On Companies, click Add company.
• Enter the company — Fill in Company name and Company type.
• Choose lender categories — If you chose Lender, select one or more categories in Category.
• Save the company — Click Save company.

Last contact

The Last contact filter limits a list by when you last reached the record. It is on both Contacts and Companies. Use it to find recent conversations or records with no contact yet.

• Last 30 days
• 30–90 days
• 90+ days
• Never contacted

When you filter companies by labels from more than one group, the company has to match every group. See Applying Labels.

Sort the list

Click a column header to sort the whole list, then click that header again to reverse the order. Last contact does not sort.

• Sort contacts — On Contacts, click Contact, Email, Address, or Latest note. Address sorts by city.
• Sort companies — On Companies, click Company or Latest note.

Update the list

Select rows to change types or add contacts to a deal, and edit the latest note, emails, and phone numbers in the list. Enrich a contact from a table cell, or dismiss a suggested value, in Enrichment.

• Open contact types — Select the rows and click Contact types.
• Open company types — On Companies, click Company types.
• Choose a type — Select a type under Standard or Custom.
• Create a custom type — Type a name in Search or create a type…, then click Create with that name.
• Change lender categories — When every selected company is a lender, click Lender categories, then select a category to add or remove it.
• Edit one company's categories — Click Edit in the company's row menu, update Category, and save.
• Add contacts to a deal — Select contacts and click Add to deal.
• Open the latest note — Click the Latest note cell.
• Save the note — Write the note, then click Save note.
• See every email — Click the email in a row to list each address with its verification status and buttons to copy it, email it, or make it primary.
• See every phone number — Click the phone number in a row to list each number with its type and buttons to copy or call it.
• Remove an email or phone number — Open the actions menu on any entry except the primary email, click Remove email or Remove, then confirm.

Pipelines on a record

The Pipelines section on a contact, company, or property record lists each pipeline the record is in, with its current status. Add the record to a custom pipeline or change its status without leaving the record.

• Open the pipeline list — Hover Pipelines and click Edit pipelines, the plus beside it.
• Add the record to a pipeline — Click a pipeline. A check marks each pipeline the record is already in.
• Remove the record from a pipeline — Click a checked pipeline.
• Create a pipeline for the record — Click Create new pipeline, enter a Pipeline name, and click Create pipeline.
• Change the status — Click the status beside a pipeline name, then choose a status under Status.