Contacts

Each contact’s record has been expanded from its old accordion-style format to become a new, dedicated page.

Multiple tabs now provide accessibility to various information within the contact profile while new widgets provide insights into the contact’s use of OneHome.

1. Edit: click the, “Edit” button to update this contact’s details.

2. Planner: your contact can select, from OneHome, which buying or selling options that they would like enabled. Your Planner section, in Matrix, provides you with an at-a-glance view of exactly where your contact currently is in their process.

• Next Task: displays your contact’s next buying or selling item that needs to be completed.
• Planning List: from the Planning Chart, click the, “list” icon to view a complete list of which planning options your contact has selected.
• Planning Chart: from the Planning List, click the, “chart” icon to view what percentage of this contact’s planning process is complete.

3. PropertyFit: a score is determined based on these responses provided by your contact in their OneHome PropertyFit calculator.

• Viewing: if your contact includes multiple email addresses (i.e. spouses), click the Viewing dropdown list to display the PropertyFit responses associated with that particular email user.

4. Recent Activity: view a timeline of this contact’s most recent OneHome activity.

5. Notes: quickly view any notes associated with this contact.