Description
Your Lead Contact Rolodex. Linked to the Leads App, this is where REIFlow stores a lead’s contacts. Having a separate contacts app to handle this makes total sense because leads tend to have multiple contacts sometimes
Purpose
The purpose of this App is to act as your buyers list and keep all contact information and buyer preferences here.
Video/Gif demonstration
Fields
Here is the list of fields that are created with this app. There are a variety of fields from simple text input fields to selection (category) fields. System and navigational fields not included
| Field | Type | Description | Category Options |
|---|---|---|---|
| Full Name | calculation | A concatination of First Name and Last Name fields | |
| First Name | text | Contact’s First Name | |
| Last Name | text | Contact’s Last Name | |
| Contact’s Email Addresses | |||
| Phone | phone | Contact’s Phone Numbers | |
| Mailing Address | text | Contact’s mailing address | |
| Type | category | Type of contact | Property; Personal; |
| Who is this? | category | Who is this contact | Owner; Executor; Attorney; Realtor; Title Company; Inspector; Other; |
| Notes | text | Additional notes for this contact |
Automations
Automations are processes that are triggered by an action (add new item or change a value) that occurs within an app. These automations are performed by REIFlow’s webservice by leveraging the Podio API and Webhook technologies. Globiflow or other similar services are not used in any way.
Contact Created
-none-
Contact Updated
– none –
Views
Views in Podio are predefined data filters that allow you to quickly see a list of items grouped and ordered in certain ways. REIFlow installs a package of views for each App.
All Contacts: Shows Full Name, Who is this, Type, Email and Phone for all of your contacts
Type: Shows Full Name, Who is this, Type, Email and Phone for all contacts with selected type
Who is this?: Shows Full Name, Who is this, Type, Email and Phone for all contacts with selected Who is this?