How to view, edit, and download contacts regardless of open house or virtual tour

In this guide, you'll learn how to view, edit, and download contacts in your Showable account regardless of which open houses or virtual tours they have visited.

How to view all contacts in your account

  1. In the left sidebar menu, select the "Contacts" menu item.
  2. From the Contacts page, you can view all contacts, download all contacts, or search for someone in particular.
  3. Click on the contact you want to review.
  4. On the Contact page, you can view all details related to that particular person.

Overview of the contact page

The contact page provides the following

  • Contact name
  • Contact email
  • Initial date created
  • Owner: This field specified which agent is assigned to this contact. 
  • Type: How the contact identified themself when attending your open house or virtual tour.
  • Has Agent: No means they do not have an agent, and yes means they do have an agent.
  • Open houses attended
  • Virtual tours attended
  • Notes: Optionally, you can leave internal notes about your contacts to help guide your follow-up activities and priorities.

How to edit a contact

  1. On the contact profile, near the top right of the screen, click the "Contact settings" button.
  2. From here, you can make any edits you want on this contact.
  3. When you are ready, click "Update Contact" at the bottom of the form.
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