A contact in Proptimise can be a Person, a Company or even a supplier of some kind.
The default configuration for a Contact is as a person, although this can be chosen during the time of adding a contact for the first time.
Like Properties, contacts should not be duplicated although they can be. The system is designed where a single contact entity can be a Landlord, Vendor, Buyer, Tenant, Applicant etc. By using the same contact for the different services, you offer, you can track your relationship and history of that contact using the timeline feature.
There is no limit to the number of Contacts you can add to Proptimise, however you do need to be aware of your subscription level.
- Learn more about Groups
- Add a new Contact
- Contact Overview