Learn how to manage and organize your business contacts in Keystone, ensuring efficient communication and record-keeping.
Keeping your contact information organized enhances communication and improves client interactions.
To manage contacts within Keystone, click on Contacts in the blue ribbon at the top of your screen. Users with staff or admin access can manage contacts, while inspectors can view them.
On the Contacts page, you’ll find filters on the left side. You can filter contacts by criteria such as buyers' agents or buyers. Keystone aims to keep things organized and straightforward, allowing you to view all relevant contacts in one place.
When you click on a contact, a pop-out on the right side will display the contact information along with their order history. For example, if Bob Smith calls to discuss an inspection he scheduled last week, you can quickly locate him in the Contacts section and view any related inspections.
To edit a contact, click on the Edit button next to their name. This allows you to update details like the name, email (including multiple emails), or agency information if necessary.
When adding a new contact, keep in mind that if you add a client to an order, their information will automatically be saved under Contacts. If you need to manually add a contact within the contact management system, click on the New Contact button in the top left corner.
Here, you can input the contact's name, email, phone number, and any relevant notes associated with their orders.
That’s how you manage contacts within Keystone.