Contacts

Your contact database is the foundation of your real estate business. NuAgent makes it easy to organize, search, and manage all your relationships in one place.

Features

• Contact profiles — Store detailed information for clients, prospects, and professional contacts
• Custom fields — Add fields specific to your workflow
• Tags and categories — Organize contacts with flexible tagging
• Activity timeline — See all interactions with a contact at a glance
• Import/Export — Bulk import from CSV or export your database anytime

Adding a Contact

Navigate to Contacts in the sidebar and click New Contact. Fill in the required fields:

• Name
• Email
• Phone
• Contact type (Client, Lead, Vendor, etc.)

Searching and Filtering

Use the search bar at the top of the contacts list to find contacts by name, email, phone, or any custom field. Apply filters to narrow results by tag, status, or date added.