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
For each department you will need:
- Department
- Phone
- Fax
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.
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