Creating a Contact in RISE

While RISE will import your contacts from your associated Outlook, GSuite, or Gmail, you can also add a contact in manually.  This gives you greater personalization capabilities to ensure the contact classified properly.

Select Contacts in the Sidebar

On the Contacts screen, select the Add Contact button and then Create Contact.

Enter the information into the contact record.  Some fields, like Birthday and House Anniversary can be used to trigger campaigns to send greetings to your contact every year.

The Classification field gives you the choice to mark the client with sixteen different classifications, including Buyer, Seller, Investor, Prospect, Active Client, Past Client, Tenant, Landlord, First-Time Buyer, Property Manager, Referral Partner, and more.  Included in that are two special categories:  

• Do Not Market -- will not send your emails or campaigns to the client.  This overrides any other setting you have for client communication.

• Personal -- will exclude the contact from your campaigns, but you have the option to add them in.

Multiple classifications can be given to contacts.

The Workflow Stage will keep your clients going through the sales flow process, ensuring a quicker selling or buying transaction.

In the Insights Locations area you can add Zip or postal codes to reports on the local real estate market.  To see more about these zip or postal codes, read this article.

The Tags area allows you to group your contacts under one name for more efficient sending of campaigns and emails.  To learn more about adding and removing tags, read this article.

Once you are done adding your contact details, select the SAVE button.

Want information on editing an existing contact? Please read this article.

Want to learn more about Workflow Tasks?  Please read this article.