RentSpree allows property representatives to, safely and securely, save contacts they work with during the rental journey. From landlords, agents, applicants, and more, their contact information can be saved for future communication!
Also, please note applicants who complete a rental application will automatically create a contacts page on the RentSpree dashboard. Contact and other information from the rental application will be automatically entered.
How to add contacts with a CSV file
How to Add a Contact
1. Once on the RentSpree dashboard, click the Contacts tab
2. Once on the Contacts page, click + Add contact
3. A pop up will appear asking for information about the contact, once entered click Create
How to add contacts with a CSV file
1. Once on the RentSpree dashboard, click the Contacts tab
2. Once on the Contacts page, click Import Contacts
3. Once on the next page, you'll be able to either drag & drop or click the Upload button to upload the CSV file with all the contacts
4. Once uploaded, click the Import button
Overview of a Contacts page
Once a Contacts page is created, you'll be able to view and edit their information, complete tasks and activities, and more!
Contact Details
The Contact Details page will include general information such as their email, phone number, and more. If an applicant applies, the information from the rental application is automatically entered
Moreover, you may tag a contact by clicking + Add Tag. This way, you may enter a specific label for this contact for future reference.
Activity & Tasks
The Activity and Tasks tabs will show all submissions and recommended actions you may do on the RentSpree dashboard. Once an action has been completed, a green check mark will appear and the action will be crossed out.
Notes
The Notes tab allows customized, personal notes to be saved for each contact. Anything specific about the applicant you want to write down will be saved for future review.
Documents
Any documents the applicant submitted, generated, or uploaded will appear on the Documents page. For screening reports, a reminder of the expiration date it shown as a reminder.
