Adding a new contact and searching for contacts

When you add a new contact in Alto, it's important to know how to do it, as well as making sure that the contact record is as complete as possible. As well as this, it's crucial to be able to easily find existing contact records.

This article includes: 

Adding 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. If you are able to complete any additional information in the Position, Preference Centre and Other Addresses top tabs, you can do so
  8. 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

How to find an existing contact record

  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

alto_search.png

 Note

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

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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