Creating a Contact

What is a Contact?

A Contact in SkySlope Books can refer to anyone who is not a user of SkySlope Books. Some examples could be a referral company such as OpCity, someone that you need to send a bill to, or a customer or a vendor such as a title company.

Contacts in SkySlope Books will include the company contacts (brokers, admins, agents, transaction coordinators, etc), but also buyers, sellers, agents that aren't a part of the company, vendors, title companies, etc. 

Note: When the brokerage provides the SkySlope team with the company roster, a Profile will be created in SkySlope Books under the Company section. When a Profile is created, a Contact is also automatically created. However, when a Contact is created, a Profile is not automatically created.

How to Create a Contact:

1. In the left menu, navigate to the Directory, and then to the Contacts section. This will take you to the Contacts page.

2. Next, you are going to click on the + Contact button found in the top right corner of the contacts module. 

3. Specify whether you are creating a Contact for an individual or a company.

Creating an Individual Contact

Enter the following details:

• Display Name (required)
• Category: SkySlope Books has Agent, Customer, Vendor, and Other categories by default. You can add more, but these new categories will always be a subcategory of the above 4.
  Note: For all Contacts, ensure the appropriate Category is assigned based on the Entity type. This will ensure the Contact is available throughout the respective parts of the platform. For example:
  • A Contact must be categorized as a Vendor in order to be used as a Closing Company.
  • A Contact must be categorized as a Customer in order to be used as a Seller or Buyer.
  • A Contact must be categorized as an Agent in order to be used as a Seller Agent or Buyer Agent.
• Class
• Details
  • First Name
  • Last name
  • Nickname
  • Phone
  • Fax
  • Email (If you want to add more than one email address for a contact, click the + Person button to add the email address.)
• Location
  • You can type in an address and select it from the dropdown
  • Manually add the details by clicking Add Location

Once you have added all of the relevant details, click Create.

Creating a Company Contact

This is similar to creating an individual. The only difference is that you can add people and departments.

For each person you will need:

• First name
• Last name
• Nickname
• Phone
• Fax
• Email

For each department you will need:

• Department
• Phone
• Fax
• Email

Location: You can choose from the options below:

• You can type in an address and select it from the dropdown
• Manually add the details by clicking Add Location

Once you've added the information, click Create.

Updated January 10, 2024 18:14