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  1. Alto
  2. Contacts
  3. Managing Contacts

Managing Contacts

Contact Statuses

  • Archiving a contact
  • Finding archived contacts
  • Unarchiving a contact
  • Setting up and using Bulk Archive

Contact

  • Changing a contact type
  • Changing a Lead Source
  • My Hot Applicants
  • Anti Money Laundering (AML) Checks
  • Preference Centre GDPR consent features
  • See all 7 articles

Timeline

  • Filtering a contact timeline
  • Printing a contact timeline
  • Email tracking

Documents

  • Adding public liability insurance to a supplier

Transactions

  • Understanding how transactions can be filtered
  • Reversing a supplier payment
  • Receipting monies on an applicant
  • Receipting monies held on an applicant
  • Credit a charge on an applicant
  • See all 9 articles

Management

  • Adding a date to a contact
  • Adding preferred suppliers to a landlord
  • Sticky notes on a contact
  • Adding a General Appointment to a supplier
  • Booking a market appraisal for a contact
  • Booking a viewing via a contact
  • Transferring a contact to another branch
  • Creating and managing payment groups
  • Taking commission from a supplier payment
  • Adding an expense to a supplier
  • Creating a group of contacts
  • Creating a group - consent features
  • Creating shared contact, property and tenancy groups
  • How do groups work if no Price Range is set?
  • Creating a group of hot buyers
  • Creating a group of contacts that haven't recently viewed a property
  • Creating a group of contacts that haven't been contacted in a set period
  • Identifying recently imported or merged portal leads
  • Printing a list of applicants
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