How to view, edit, and download open house contacts

After an open house, you'll likely want to review a list of all your contacts, make edits, and download these contacts.

How to view open house contacts

  1. Once the open house is completed, navigate to the open house dashboard. 
  2. Scroll down to the contacts section to view a record of all your attendees.
  3. Click on the contact to view the contact profile where you can see more details and make edits or leave notes about the contact.

How to download a CSV of all open house contacts

  1. Navigate to the open house dashboard.
  2. Near the top right of the screen, click the "Download contacts" button.
  3. The CSV will be downloaded directly to your computer.

How to edit an open house contact

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