Managing your contacts

  In this section   Link a transaction from the Contact ProfileLink a contact from the Transactions page   Zap keeps a record of any transactions you’ve started and closed. We receive this information from you... read more
Gloria Choi on February 19, 2019
 In this section:   Add an individual contact Add contacts in bulk
Leslie Leach on December 20, 2018
In Zap, you’ll be designated as the Primary or Secondary Agent for any Contact on your platform. This is your Agent Status. Your ability to access that Contact’s website account and detailed information about their website a... read more
Leslie Leach on November 12, 2018
Remove Broker Leads Delete Agent Leads   There may be times when you want to remove a contact from Zap. You might have added a test contact or maybe you received a lead that you didn't want to work with. Think... read more
Leslie Leach on November 12, 2018
     You can search for Contacts by their search activity or by characteristics you’ve added to their account. For example, you may want to pull up your Closed Contacts, you may want to find the Contacts y... read more
Leslie Leach on November 12, 2018
  In this section    View and edit tagsFilter your contacts by custom tags   Use tags to manage your contacts in a way that makes sense for you. Zap automatically tags your contacts for basic criteria such... read more
Leslie Leach on November 12, 2018
In this section:   The Contact Profile Communicate with your Contacts Contact Statuses Contact Tags Contact Filters Bulk Actions  
Leslie Leach on October 23, 2018
In this section   Add contact on desktop Add contact on mobile   To add Contacts to your Zap Contact Pool, follow these steps:     Add contact on desktop    1. There are two ways to add a new co... read more
Leslie Leach on October 23, 2018
  Bulk actions let you perform actions for a large group of contacts at once: 1. Click Contacts on the left navigation panel in Zap.  2. To select contacts for a bulk action, you have a few options:  Use ... read more
Christine Nedilsky on September 20, 2017
25 people found this article helpful
  In this section   IntroductionBasic InfoZapScoreSearch InsightsCampaigns & Follow-upsBusinessHistory   Each of your contacts has a thorough Contact Profile in Zap. The Contact Profile is where you can vie... read more
Marissa Azzara on April 5, 2016
17 people found this article helpful
Get info on your ContactGet in touch with your Contact       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... read more
Marissa Azzara on May 16, 2015
25 people found this article helpful
Each of your Contacts is assigned a Status based on where they are in their buying and selling process. This allows you to easily group your Contacts, assign them to Follow-up Plans, and tailor your communication. Zap automat... read more
Marissa Azzara on May 16, 2015
25 people found this article helpful
  In this section   Import from Google ContactsImport contacts from a CSV fileImport contacts from your phone   Zap lets you import your contacts in bulk using a CSV file or Google account. You can also import... read more
Marissa Azzara on May 16, 2015
25 people found this article helpful