Contacts keeps everyone you work with (landlords, agents, applicants, and tenants) in one place. When an applicant submits a rental application, they’re added as a contact automatically with their application details. You can turn off automatic contact sync anytime.
How to add a contact
Select the Contacts tab on your dashboard.
Select + Add contact.
Enter the contact’s information and select Create.
How to import contacts from a CSV file
On the Contacts tab, select Import Contacts.
Drag your CSV file onto the upload area, or select Upload and choose the file.
Select Import.
Download the contacts CSV template to format your list before uploading.
What’s on a contact’s page
Contact details: email, phone number, and general information. If the contact applied to one of your properties, their rental application fills this in automatically. Select + Add Tag to label the contact for quicker searching later.
Activity & Tasks: submissions and recommended next actions. Completed actions get a green check mark.
Notes: your own notes about the contact, saved for future reference.
Documents: everything the applicant submitted or uploaded, with a reminder of each screening report’s expiration date.
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