Editing Your Contacts

Your contacts are a critical part of your real estate business.  Ensuring they are up to date with the most complete information helps RISE in getting your messages out and growing your business.

Contacts can enter RISE in one of two ways.  

• Via your connected O365, GSuite, or Gmail account
• Entered manually by the agent

Once saved, you can edit the contact to update the contact's information.

The Overview Screen 

On the Overview screen, you can change:

• The contact's details
• The contact's classification (Buyer, Seller, etc.)
• What Workflow stage the contact is in (Lead, Nurture, etc.)
• Insights location for the contact. (If agent is using Market Insights)
• Add or Remove Tags

If you create a new Market Insights campaign with a different zip code for the contact, the Insight location will change in the contact's profile.

Some tags are added by RISE and cannot be removed

The Timeline Screen

On the Timeline screen, you can change:

• The date range of the activities taken with and for the client
• The activity you wish to view (Email sent, email viewed, etc.)
• If you were a MoxiEngage customer, client activities such as lead updates, presentation views, PDF shares, and contact events will appear on your Timeline as 'MoxiWorks Activities'.

The Property Interactions Screen

On the Property Interactions screen, you can view:

• Any properties the contact has interacted with
• The map location of the contact's address and of any property the contact has viewed.  You may need to use the zoom controls or click and drag on the map to see the properties.

The Communications Screen

On the Communications screen, you can view:

• Which categories of communications your client will receive

On the Communications screen, you can change:

• Whether you want this client to receive email communication

You can choose to turn on or off all communication, not specific communication categories.

If RISE determines the email address you have entered is not valid, it will assign it a status of Not Subscribed and you will not be able to turn on the email functions. Please re-check the email address or contact the MoxiWorks Support Center to have the email validated.