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With the Contact Summary, connecting with your Contacts is fast and easy. From your Dashboard, under Follow-ups, click on the blue call or email icon to access the Contact Summary.
The Contact Summary is separated into two panels. The left side of the Contact Summary provides you with key information about your Contact that you can use to communicate with them more effectively. The right side lets you quickly send an email or record the details of a phone call with your Contact.
The left panel of the Contact Summary gives you a quick look at your Contact and what they’ve been up to on your website. At the top of the screen, you’ll see the Contact’s name, their Status, and tags that give you at-a-glance info about your Contact. You’ll also see three tabs beneath their name. Here’s what you’ll find under each of the three tabs in the left panel:
The data in the Search Insights tab, like the ZapScore, updates itself every 24 hours. If your Contact has viewed or saved homes, but you don’t see the data reflected in their Contact Summary, check back the next day to see the updates.
Once you’ve reviewed the information in the left panel, you’re ready to get in touch with your Contact. The right side of the Contact Summary lets you either make a phone call or send an email, depending on which icon you clicked from your Dashboard.
Making a Call
From the Contact Summary, you can choose a script to guide your conversation, record notes about your phone call, and record whether or not you reached your Contact. To make a call from the Contact Summary, click the blue phone icon.
Once you’ve recorded a phone call, the Contact Summary will give you a heads-up on what’s next for this Contact. If they’re on a Follow-up Plan, it will tell you when the next touchpoint is scheduled for. If they’re not on a Follow-up Plan, you’ll be able to choose one, or set a Priority Date if you want the Contact to show up on your Dashboard on a specific date. You can also send an email to follow up about anything you touched on in your phone call.
Sending an Email
To send an email from the Contact Summary, click the blue envelope icon from your Dashboard. You can compose an email from scratch, or use a customizable email script.
Once you’ve sent your email, the Contact Summary will let you know what’s next for this Contact. If they’re on a Follow-up Plan, it will tell you when the next touchpoint is scheduled for. If they’re not on a Follow-up Plan, you’ll be able to choose one. If you’d like your Contact to show up on your Dashboard on a specific date, you can set a Reminder. Just select the date and click Save, and your Contact will show up in in a Reminder on the date you’ve selected.