How to create a new contact:
Contacts > Create CRM
This page will open, fill in your client's profile:
Share contact :
Private: only you
Public: everyone in the brokerage
Office staff: you and your office admins
Internal agents: you and your brokerage agents
Contributors You can decide to share it with one or more collaborators of your brokerage by putting their name in the left column.
Mortgage section
Potential buyer section:
If your customer is a potential buyer you can enter their information in this section.
Relationships section
You can associate your client with one of your contacts in case it is another contact who introduced him to you.
click on +add a link, this page will open and you will be able to associate your new client with another one:
Classifications section
You can check off classifications for it.
Address section 
Phones section
Emails section
History section
Shows you who created the contact and who last modified it.
Once you have entered all the desired information, click on '' save and close '' at the top of the page. Your new customer will now be part of your contact list.
Completed!