Contacts

Contacts are the people in your database — brokers, tenants, building managers, and anyone else relevant to your deals.

Viewing contacts

The contacts page shows a searchable, sortable table of all contacts in your organization. You can filter by type, company, or other fields.

Contact profiles

Click any contact to view their full profile, including:

• Contact information (phone, email, company)
• Associated buildings and owners
• Activity history (calls, notes, meetings)
• Role assignments (e.g., broker for a specific owner)

Adding contacts

Contacts can be added:

• Individually — Click “Add Contact” and fill in the details
• Via import — Bulk upload from a spreadsheet (see Data Imports)

Activities

Track interactions with contacts by logging activities:

• Calls — Record call outcomes and notes
• Notes — Free-form notes attached to a contact
• Meetings — Log meetings with dates and summaries

Activities appear in the contact’s timeline and can be used to track engagement across your team.

Contact-Owner relationships

Contacts can be linked to owners with specific roles (e.g., a broker who represents a landlord). These relationships surface on both the contact and owner profile pages.