Add a Contact

Add a Contact

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

1. A contact can be added to the system via Quick Add in the top right-hand corner or via the Contacts tab. 2. Contact: Create box will appear when an 'add a contact' method is selected. Fill out applicable details on this screen. Note: First name, last name, and Contact class will need to be completed as a minimum. These fields will have a red asterisk*.

• Title
• Salutation (If this field is left blank, the contact's first name will be used on letters that are sent from the system)
• First Name & Last Name (These fields are compulsory unless the contact class 'Business' is ticked)
• Phone numbers
• Facsimile
• Website
• 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)
• Legal Name
• Address To

• Contact Method
• Anniversary Date
• Contact and Custom Classes: Search and select from the drop-down to include and exclude standard or custom contact classes
• Contact Source

• Assigned Staff (depending on office sharing policies, this can be used to give access).
• Contact Comments
• Subscriptions: Newsletters, Property Updates, OFI Times, Auction Reminders, Sales Results, Christmas Cards (Note - Christmas cards subscription is office dependant)

3. Click Save and Proceed

Contact card will now be created and will appear on the screen with contact details.

Notes:

• 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.
• At least one Assigned Agent is required on each contact.
• Master Users can see all other user's custom classes.
• Master Users can remove other users' permission to add new custom classes.