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Mobile App: Editing Contacts

After you've created a contact, you can change their information with the "Edit" button in the top right corner of their contact page. On the edit information page, you can also add information on:

  • Contact Type: Agent, Client, Appraiser...
  • Lead Source: Trulia, Zillow, Family Referral...
  • Client Status: New, Prospecting, Closed...

To add and manage custom fields on a contact, tap the second edit button, beneath the property section.

    

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