Add Business as a Contact

Add Business as a Contact

This article runs through how to add business as a contact in Reapit Sales.

1. Click the Contacts from the Main Menu.

2. Click Add a Contact from the Left Contact Panel.

3. Select Business from the Type drop-down.

4. Complete the Contact Info using the following guidelines:

• Title
• Salutation (This will be used to address the contact in E-Newsletters, if nothing is entered the First Name is used)
• First Name & Surname (These fields are compulsory unless the contact class 'Business' is ticked)
• Phone numbers
• Email (Reapit Sales automatically checks a valid email address has been entered)
• Company (This field is compulsory if the contact class 'Business' is ticked)
• Job Title
• Residential Address
• Postal Address (check box to enter in a postal address)
• Contact Method:
• Anniversary Date
• Contact Class: (Select at least 'Business' and any other relevant classes e.g. supplier, solicitor etc)
• Class Group: A Class Group is a folder which groups Custom Classes together. To add a Class Group click on the green Add Custom button.
• Custom Class
• Contact Source: Auto Email, Email Enquiry, Import, Open Homes Inspection, Other, Phone Enquiry, Website Enquiry (May vary per office)
• Assigned Staff (depending on office sharing policies, this can be used to give access)
• Contact Comments
• Subscriptions: Auction Reminders, Newsletters, OFI Times, Property Updates, Sales Results

Note: Minimum requirements:

• First Name & Surname are compulsory unless the contact class Business is checked and a Company name is entered.
• Reapit Sales requires either an email address or mobile to eliminate the possibility of duplicates. A contact can still be created with only a phone number or physical address.
• All contacts require at least one Contact Class, they can belong to multiple classes.
• At least one Assigned Agent is required on each contact.

5. Click Save & Proceed