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Importing Contacts

From the Contacts menu, click on Import contact. You will have 3 options. 

Clients

This section allows you to Import clients contacts from a listings or a transactions:

1 - Select import criteria from listings and/or transactions.

2 - Click on View Data.

3 - You will see the list of clients contacts according to the selected criteria and you just have to click on Import.

Client type: you can import the clients of the side you represent and the clients of the other agency with whom you collaborate.

vCard (visit card)

If you have a smartphone, you can choose the contact from the address book and choose to share by email. Select this option and send the email with the attachment to yourself. You will then have the contact's business card in vCard format. Save it to your computer.

Add the file, then click on Import

Excel

Select the Excel file from your computer and click Import

Once confirmed, you will get an informative message regarding the success of the operation.

In contact > New Contacts, you will find the new contacts imported from the Excel file.

Completed!