Add Business as a Contact

1. Click the Contacts icon from the Main Menu

2. Click Add a Contact from the Left Contact Panel

3. Select Business from the Type drop-down

4. Complete the Contact Info using the following guidelines

* Title

* Salutation (This will be used to address the contact in E-Newsletters, if nothing is entered the First Name is used)

* First Name & Surname (These fields are compulsory unless the contact class 'Business' is ticked)

* Phone numbers

* Email (Agentbox automatically checks a valid email address has been entered)

* Company (This field is compulsory if the contact class 'Business' is ticked)

* Job Title

* Residential Address

* Postal Address (check box to enter in a postal address)

* Contact Method:

* Anniversary Date

* Contact Class: (Select at least 'Business' and any other relevant classes e.g. supplier, solicitor etc)

* Class Group:

A Class Group is a folder which groups Custom Classes together. To add a Class Group click on the green Add Custom button.

* Custom Class

* Contact Source: Auto Email, Email Enquiry, Import, Open Homes Inspection, Other, Phone Enquiry, Website Enquiry (May vary per office)

* Assigned Staff (depending on office sharing policies, this can be used to give access)

* Contact Comments

* Subscriptions: Auction Reminders, Newsletters, OFI Times, Property Updates, Sales Results

*Note: Minimum requirements:

- First Name & Surname are compulsory unless the contact class Business is checked and a Company name is entered.

- Agentbox requires either an email address or mobile to eliminate the possibility of duplicates. A contact can still be created with only a phone number or physical address.

- All contacts require at least one Contact Class, they can belong to multiple classes.

- At least one Assigned Agent is required on each contact.
 

5. Click Save & Proceed