Adding a new contact and searching for contacts

Chris Horroll
Chris Horroll
  • Updated

Adding a contact record onto Alto is a key task you’ll need to do. It’s vital that you know how to find existing contact records, as well as how to set up a new contact correctly, making sure that the contact record is as complete as possible.

This article includes: 

Search for an existing contact record

Before adding a new contact record, you should first check that the contact doesn't already exist in Alto.

  1. Click Contacts on the main toolbar
  2. If you've recently been on the contact record, you can select it from Recent & Favourite Contacts. Otherwise, find the contact using the Search Contacts bar in the top right. You can enter the:
  • Name
  • Telephone number
  • Email address
  • Contact address
  • A combination of the above

Searching_for_contacts.png

 Note

Click the down arrow on the Search Contacts bar to include Archived contacts and to filter the search

Adding a new contact

If you are unable to locate an existing record for the contact, you will need to create a new contact record.

  1. Click Contacts on the main toolbar
  2. Click Add Contact
  3. Select the Type of contact using the dropdown menu, i.e. Client
  4. Select the contacts Intention using the dropdown menu, i.e. Buy
  5. The Lead Source records where this contact heard about you, i.e. Internet - portal.
    (This dropdown can be edited by your Group Administrator)
  6. You can allocate this contact to a specific Branch and Negotiator
  7. Enter all the Contact information possible within the First Person, Second Person, Account Delivery Method and Address sections
    1. When adding a new contact (whose Type is set as Client), upon entering their Postcode in the Address section, you'll have the option to Add a property. Once clicked, this will launch our new method to add a property, with the contact pre-selected as the Vendor/Landlord Add a property from a contacts address.png
  8. If you are able to complete any additional information in the Position, Preference Centre and Other Addresses top tabs, you can do so
  9. Click Save

 Note

A Client can be an Applicant, Vendor or Landlord.  A contact can also be a combination of two or all three client types
For more information on Adding a new applicant, click here
For more information on Adding a landlord, click here
For more information on Adding a vendor, click here
For more information on Adding a supplier, click here

Related articles: 

Adding an applicants requirements profile

Finding archived contacts

Creating a group of contacts

Booking a market appraisal for a contact

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